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First Trust Nasdaq Semiconductor ETF

50 hedge funds and large institutions have $42.3M invested in First Trust Nasdaq Semiconductor ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

47% more funds holding

Funds holding: 3450 (+16)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

27% more capital invested

Capital invested by funds: $33.3M → $42.3M (+$8.97M)

4.07% less ownership

Funds ownership: 42.7%38.62% (-4.1%)

Holders
50
Holders Change
+16
Holders Change %
+47.06%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
13
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.4M +$4.54M +60,917 +52%
RJA
2
Raymond James & Associates
Florida
$3.62M -$134K -1,794 -4%
AAS
3
Avantax Advisory Services
Texas
$3.52M +$223K +2,988 +7%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.48M +$1.67M +22,362 +275%
Citadel Advisors
5
Citadel Advisors
Florida
$2.22M +$610K +8,183 +43%
CWM
6
Concentrum Wealth Management
California
$1.76M +$5.74K +77 +0.4%
KAS
7
Kestra Advisory Services
Texas
$1.45M +$550K +7,380 +70%
Stifel Financial
8
Stifel Financial
Missouri
$1.22M -$55.5K -744 -5%
HI
9
Harbour Investments
Wisconsin
$1.18M +$73.7K +989 +7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.15M +$131K +1,761 +14%
CAN
11
Cetera Advisor Networks
California
$864K +$145K +1,942 +22%
CA
12
Cetera Advisors
Colorado
$788K +$39K +523 +6%
CCM
13
Condor Capital Management
New Jersey
$762K +$701K +9,400 New
CAN
14
Claraphi Advisory Network
United States
$751K +$690K +9,258 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$712K +$333K +4,464 +103%
PAG
16
Private Advisory Group
Washington
$696K +$640K +8,579 New
Morgan Stanley
17
Morgan Stanley
New York
$582K +$390K +5,230 +270%
KPWS
18
Kestra Private Wealth Services
Texas
$490K -$1.71M -22,881 -79%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$424K -$75 -1 -0%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$412K +$378K +5,071 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$335K -$2.07M -27,699 -87%
RIA
22
Regal Investment Advisors
Michigan
$312K +$10.1K +135 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$305K +$281K +3,765 New
WWM
24
Western Wealth Management
Colorado
$286K +$266K +3,570 New
KA
25
Kovack Advisors
Florida
$273K +$251K +3,369 New

FTXL Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Semiconductor ETF (FTXL) for Q4 2021, worth a combined $42.3M — up 27% from $33.3M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FTXL positions and 6 closed out — a net gain of 16 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.54M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $4.67M sold.

  • 50 institutional investors held First Trust Nasdaq Semiconductor ETF (FTXL) as of Q4 2021, up from 34 in Q3 2021.
  • Funds reported $42.3M of First Trust Nasdaq Semiconductor ETF stock for Q4 2021, up 27% quarter-over-quarter.
  • 22 funds opened new First Trust Nasdaq Semiconductor ETF positions in Q4 2021 and 6 closed out, a net change of +16 holders.
  • The largest First Trust Nasdaq Semiconductor ETF buyer in Q4 2021 was LPL Financial, an estimated $4.54M added.
  • The largest First Trust Nasdaq Semiconductor ETF seller in Q4 2021 was Synergy Asset Management, an estimated $4.67M sold.

Based on aggregated 13F filings for Q4 2021.