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First Trust Nasdaq Pharmaceuticals ETF

19 hedge funds and large institutions have $10.2M invested in First Trust Nasdaq Pharmaceuticals ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.71% more ownership

Funds ownership: 46.98%49.69% (+2.7%)

21% less capital invested

Capital invested by funds: $12.9M → $10.2M (-$2.75M)

24% less funds holding

Funds holding: 2519 (-6)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
19
Holders Change
-6
Holders Change %
-24%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.98M -$172K -6,518 -5%
LPL Financial
2
LPL Financial
California
$1.57M -$243K -9,203 -13%
SPIA
3
Steward Partners Investment Advisory
New York
$1.45M +$1.1M +41,569 +275%
Goldman Sachs
4
Goldman Sachs
New York
$907K +$720K +27,239 +330%
KNW
5
Kesler Norman & Wride
Utah
$703K
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$566K +$329K +12,447 +128%
WFA
7
WMG Financial Advisors
Tennessee
$439K -$583K -22,036 -56%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$312K -$765K -28,917 -70%
AIP
9
Ameritas Investment Partners
Nebraska
$270K -$2.38K -90 -0.8%
OWA
10
Outlook Wealth Advisors
Texas
$244K +$8.38K +317 +3%
OIA
11
OneDigital Investment Advisors
Kansas
$206K -$5.95K -225 -3%
NA
12
NewEdge Advisors
Louisiana
$186K +$14.1K +532 +8%
NS
13
NBC Securities
Alabama
$162K +$168K +6,359 New
Osaic Holdings
14
Osaic Holdings
Arizona
$124K -$10.1K -382 -7%
HI
15
Harbour Investments
Wisconsin
$21.4K
ADL
16
Asset Dedication LLC
California
$15K
IA
17
IFP Advisors
Florida
$7.85K
HCM
18
Hollencrest Capital Management
California
$920
Wells Fargo
19
Wells Fargo
California
$16
PPWM
20
Paragon Private Wealth Management
Kentucky
-$686K -26,185 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$602K -22,990 Closed
OMC
22
Old Mission Capital
Illinois
-$568K -21,683 Closed
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
-$408K -15,572 Closed
EH
24
Equitable Holdings
New York
-$346K -13,226 Closed
BFEC
25
Benjamin F. Edwards & Company
Missouri
-$338K -12,902 Closed

FTXH Hedge Fund Activity: Q3 2023 in Review

19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Pharmaceuticals ETF (FTXH) for Q3 2023, worth a combined $10.2M — down 21% from $12.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FTXH and 1 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $1.1M. The largest seller was Susquehanna International Group, cutting an estimated $765K.

  • 19 institutional investors held First Trust Nasdaq Pharmaceuticals ETF (FTXH) as of Q3 2023, down from 25 in Q2 2023.
  • Funds reported $10.2M of First Trust Nasdaq Pharmaceuticals ETF stock for Q3 2023, down 21% quarter-over-quarter.
  • 1 fund opened new First Trust Nasdaq Pharmaceuticals ETF positions in Q3 2023 and 7 closed out, a net change of -6 holders.
  • The largest First Trust Nasdaq Pharmaceuticals ETF buyer in Q3 2023 was Steward Partners Investment Advisory, an estimated $1.1M added.
  • The largest First Trust Nasdaq Pharmaceuticals ETF seller in Q3 2023 was Susquehanna International Group, an estimated $765K sold.

Based on aggregated 13F filings for Q3 2023.