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First Trust Nasdaq Pharmaceuticals ETF

19 hedge funds and large institutions have $8.13M invested in First Trust Nasdaq Pharmaceuticals ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less capital invested

Capital invested by funds: $8.87M → $8.13M (-$737K)

8.79% less ownership

Funds ownership: 47.56%38.77% (-8.8%)

14% less funds holding

Funds holding: 2219 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
1
Steward Partners Investment Advisory
New York
$1.79M +$245K +8,887 +16%
LPL Financial
2
LPL Financial
California
$1.73M -$159K -5,769 -9%
Goldman Sachs
3
Goldman Sachs
New York
$1.25M -$485K -17,628 -28%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.03M +$1.01M +36,764 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$502K -$378K -13,712 -43%
WFA
6
WMG Financial Advisors
Tennessee
$435K -$42.4K -1,539 -9%
AIP
7
Ameritas Investment Partners
Nebraska
$314K +$16.2K +587 +6%
SWP
8
Stratos Wealth Partners
Ohio
$257K +$253K +9,183 New
VCM
9
Vivaldi Capital Management
Illinois
$229K +$235K +8,539 New
NS
10
NBC Securities
Alabama
$174K -$3.28K -119 -2%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$168K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$118K -$493K -17,905 -81%
Osaic Holdings
13
Osaic Holdings
Arizona
$65.8K -$13.9K -505 -18%
HI
14
Harbour Investments
Wisconsin
$23.4K
CA
15
Continuum Advisory
Idaho
$17.5K +$17.9K +650 New
ADL
16
Asset Dedication LLC
California
$17K
CIAS
17
Capital Investment Advisory Services
North Carolina
$12.6K
IA
18
IFP Advisors
Florida
$8.6K
Morgan Stanley
19
Morgan Stanley
New York
$71
Wells Fargo
20
Wells Fargo
California
$12 -$28 -1 Closed
GT
21
Glenview Trust
Kentucky
-$615K -23,097 Closed
OWA
22
Outlook Wealth Advisors
Texas
-$229K -8,597 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$212K -7,963 Closed
OMC
24
Old Mission Capital
Illinois
-$210K -7,907 Closed
UBS Group
25
UBS Group
Switzerland
-$46.4K -1,744 Closed

FTXH Hedge Fund Activity: Q1 2024 in Review

19 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Pharmaceuticals ETF (FTXH) for Q1 2024, worth a combined $8.13M — down 8.3% from $8.87M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FTXH and 4 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 2 added.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $1.01M. The largest seller was Glenview Trust, exiting entirely with an estimated $615K sold.

  • 19 institutional investors held First Trust Nasdaq Pharmaceuticals ETF (FTXH) as of Q1 2024, down from 22 in Q4 2023.
  • Funds reported $8.13M of First Trust Nasdaq Pharmaceuticals ETF stock for Q1 2024, down 8.3% quarter-over-quarter.
  • 4 funds opened new First Trust Nasdaq Pharmaceuticals ETF positions in Q1 2024 and 7 closed out, a net change of -3 holders.
  • The largest First Trust Nasdaq Pharmaceuticals ETF buyer in Q1 2024 was Janney Montgomery Scott, an estimated $1.01M added.
  • The largest First Trust Nasdaq Pharmaceuticals ETF seller in Q1 2024 was Glenview Trust, an estimated $615K sold.

Based on aggregated 13F filings for Q1 2024.