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First Trust Nasdaq Pharmaceuticals ETF

21 hedge funds and large institutions have $5.78M invested in First Trust Nasdaq Pharmaceuticals ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

5% less funds holding

Funds holding: 2221 (-1)

4.61% less ownership

Funds ownership: 43.5%38.88% (-4.6%)

23% less capital invested

Capital invested by funds: $7.55M → $5.78M (-$1.77M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.51M +$134K +4,776 +9%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.28M +$119K +4,252 +10%
Goldman Sachs
3
Goldman Sachs
New York
$470K -$854K -30,417 -64%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$442K +$66.9K +2,384 +17%
AIP
5
Ameritas Investment Partners
Nebraska
$382K +$45.8K +1,633 +13%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$375K +$390K +13,904 New
WFA
7
WMG Financial Advisors
Tennessee
$358K -$2.61K -93 -0.7%
VCM
8
Vivaldi Capital Management
Illinois
$243K +$32.9K +1,171 +16%
SPIA
9
Steward Partners Investment Advisory
New York
$223K -$253 -9 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$160K -$28 -1 -0%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$132K
Osaic Holdings
12
Osaic Holdings
Arizona
$66.1K +$7.02K +250 +11%
UBS Group
13
UBS Group
Switzerland
$40.6K +$42.2K +1,504 New
HI
14
Harbour Investments
Wisconsin
$22.5K
LFG
15
Larson Financial Group
Missouri
$19.2K
CA
16
Continuum Advisory
Idaho
$17.5K
ADL
17
Asset Dedication LLC
California
$16K
CIAS
18
Capital Investment Advisory Services
North Carolina
$12.1K
IA
19
IFP Advisors
Florida
$8.28K
NS
20
NBC Securities
Alabama
$147 -$155K -5,531 -100%
Wells Fargo
21
Wells Fargo
California
$30 +$28 +1 New
NA
22
NewEdge Advisors
Louisiana
-$616K -21,350 Closed
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
-$359K -12,435 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$185K -6,402 Closed
NB
25
NBT Bank
New York
-$44.4K -750 Closed

FTXH Hedge Fund Activity: Q4 2024 in Review

21 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Pharmaceuticals ETF (FTXH) for Q4 2024, worth a combined $5.78M — down 23% from $7.55M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FTXH and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 6 added.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $390K. The largest seller was Goldman Sachs, cutting an estimated $854K.

  • 21 institutional investors held First Trust Nasdaq Pharmaceuticals ETF (FTXH) as of Q4 2024, down from 22 in Q3 2024.
  • Funds reported $5.78M of First Trust Nasdaq Pharmaceuticals ETF stock for Q4 2024, down 23% quarter-over-quarter.
  • 3 funds opened new First Trust Nasdaq Pharmaceuticals ETF positions in Q4 2024 and 4 closed out, a net change of -1 holder.
  • The largest First Trust Nasdaq Pharmaceuticals ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $390K added.
  • The largest First Trust Nasdaq Pharmaceuticals ETF seller in Q4 2024 was Goldman Sachs, an estimated $854K sold.

Based on aggregated 13F filings for Q4 2024.