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First Trust Nasdaq Food & Beverage ETF

22 hedge funds and large institutions have $17.6M invested in First Trust Nasdaq Food & Beverage ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more capital invested

Capital invested by funds: $7.91M → $17.6M (+$9.71M)

28.4% more ownership

Funds ownership: 30.4%58.8% (+28%)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 2122 (+1)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.74M +$7.28M +320,145 +433%
JAG
2
Journey Advisory Group
Kentucky
$2.59M +$2.65M +116,653 New
NP
3
Nilsine Partners
Colorado
$1.28M +$603K +26,532 +85%
WAM
4
Wakefield Asset Management
Colorado
$916K +$939K +41,279 New
Citadel Advisors
5
Citadel Advisors
Florida
$763K -$96.7K -4,252 -11%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$748K +$2.14K +94 +0.3%
Goldman Sachs
7
Goldman Sachs
New York
$621K -$188K -8,260 -23%
Stifel Financial
8
Stifel Financial
Missouri
$554K +$568K +24,974 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$461K -$64.6K -2,842 -12%
LPL Financial
10
LPL Financial
California
$249K -$103K -4,512 -29%
NA
11
NewEdge Advisors
Louisiana
$211K -$51.6K -2,267 -19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$193K +$23.5K +1,034 +14%
Raymond James Financial
13
Raymond James Financial
Florida
$147K +$151K +6,636 New
Osaic Holdings
14
Osaic Holdings
Arizona
$71.8K +$3.48K +153 +5%
IA
15
IFP Advisors
Florida
$46.4K -$2.84K -125 -6%
AWM
16
AE Wealth Management
Kansas
$9.07K -$4.53K -199 -33%
MDA
17
Minot DeBlois Advisors
Massachusetts
$5.21K
Jones Financial Companies
18
Jones Financial Companies
Missouri
$4.45K +$4.59K +202 New
Bank of America
19
Bank of America
North Carolina
$3.06K
PSFG
20
Park Square Financial Group
Georgia
$1.95K
TFA
21
Transamerica Financial Advisors
Florida
$1.64K
JP Morgan Chase
22
JP Morgan Chase
New York
$19
Wells Fargo
23
Wells Fargo
California
$15 -$304K -13,356 -100%
CAM
24
Creekmur Asset Management
Illinois
$4
GS
25
GTS Securities
New York
-$740K -31,316 Closed

FTXG Hedge Fund Activity: Q2 2025 in Review

22 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Food & Beverage ETF (FTXG) for Q2 2025, worth a combined $17.6M — up 123% from $7.91M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FTXG positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.28M. The largest seller was GTS Securities, exiting entirely with an estimated $740K sold.

  • 22 institutional investors held First Trust Nasdaq Food & Beverage ETF (FTXG) as of Q2 2025, up from 21 in Q1 2025.
  • Funds reported $17.6M of First Trust Nasdaq Food & Beverage ETF stock for Q2 2025, up 123% quarter-over-quarter.
  • 5 funds opened new First Trust Nasdaq Food & Beverage ETF positions in Q2 2025 and 4 closed out, a net change of +1 holder.
  • The largest First Trust Nasdaq Food & Beverage ETF buyer in Q2 2025 was Morgan Stanley, an estimated $7.28M added.
  • The largest First Trust Nasdaq Food & Beverage ETF seller in Q2 2025 was GTS Securities, an estimated $740K sold.

Based on aggregated 13F filings for Q2 2025.