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First Trust Nasdaq Food & Beverage ETF

20 hedge funds and large institutions have $3.65M invested in First Trust Nasdaq Food & Beverage ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

11% more funds holding

Funds holding: 1820 (+2)

11.41% less ownership

Funds ownership: 33.18%21.77% (-11%)

40% less capital invested

Capital invested by funds: $6.05M → $3.65M (-$2.4M)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$821K +$407K +19,090 +95%
Goldman Sachs
2
Goldman Sachs
New York
$660K +$131K +6,121 +24%
Stifel Financial
3
Stifel Financial
Missouri
$412K +$420K +19,660 New
Morgan Stanley
4
Morgan Stanley
New York
$336K -$65.9K -3,088 -16%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$334K -$52.9K -2,478 -13%
Raymond James Financial
6
Raymond James Financial
Florida
$323K +$329K +15,403 New
LPL Financial
7
LPL Financial
California
$281K +$77.5K +3,631 +37%
Osaic Holdings
8
Osaic Holdings
Arizona
$133K +$32.2K +1,508 +31%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$114K +$90K +4,218 +348%
UBS Group
10
UBS Group
Switzerland
$83.3K -$910K -42,655 -91%
NA
11
NewEdge Advisors
Louisiana
$60K -$98.8K -4,629 -62%
IA
12
IFP Advisors
Florida
$39.6K
MGI
13
Miller Global Investments
Texas
$35.9K +$36.5K +1,712 New
AWM
14
AE Wealth Management
Kansas
$5.8K
MDA
15
Minot DeBlois Advisors
Massachusetts
$4.92K
SIS
16
Sound Income Strategies
Florida
$2.26K +$2.22K +104 New
TFA
17
Transamerica Financial Advisors
Florida
$338 -$21 -1 -6%
Wells Fargo
18
Wells Fargo
California
$36 +$21 +1 +100%
Citigroup
19
Citigroup
New York
$21 +$21 +1 New
JP Morgan Chase
20
JP Morgan Chase
New York
$18
NP
21
Nilsine Partners
Colorado
-$1.03M -48,250 Closed
WAM
22
Wakefield Asset Management
Colorado
-$917K -42,790 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$756K -35,284 Closed
Bank of America
24
Bank of America
North Carolina
-$2.96K -138 Closed
MI
25
Motiv8 Investments
Florida
+$363 +17 New

FTXG Hedge Fund Activity: Q4 2025 in Review

20 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Food & Beverage ETF (FTXG) for Q4 2025, worth a combined $3.65M — down 40% from $6.05M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FTXG positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $420K. The largest seller was Nilsine Partners, exiting entirely with an estimated $1.03M sold.

  • 20 institutional investors held First Trust Nasdaq Food & Beverage ETF (FTXG) as of Q4 2025, up from 18 in Q3 2025.
  • Funds reported $3.65M of First Trust Nasdaq Food & Beverage ETF stock for Q4 2025, down 40% quarter-over-quarter.
  • 6 funds opened new First Trust Nasdaq Food & Beverage ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest First Trust Nasdaq Food & Beverage ETF buyer in Q4 2025 was Stifel Financial, an estimated $420K added.
  • The largest First Trust Nasdaq Food & Beverage ETF seller in Q4 2025 was Nilsine Partners, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2025.