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First Trust Nasdaq Semiconductor ETF

108 hedge funds and large institutions have $1.27B invested in First Trust Nasdaq Semiconductor ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 28

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $1.18B → $1.27B (+$96.1M)

1% less funds holding

Funds holding: 109108 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

6.25% less ownership

Funds ownership: 94.93%88.68% (-6.3%)

Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
51
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$818M +$14.9M +175,895 +2%
Morgan Stanley
2
Morgan Stanley
New York
$70.8M -$61M -718,132 -48%
Wells Fargo
3
Wells Fargo
California
$33.6M +$1.48M +17,448 +5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$31.8M -$2.62M -30,858 -8%
ODG
5
O'Dell Group
Ohio
$25.8M -$849K -10,000 -3%
LPL Financial
6
LPL Financial
California
$22.9M +$3.64M +42,912 +20%
NC
7
NewSquare Capital
Pennsylvania
$20.9M +$4.44M +52,310 +29%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$20.1M +$1.7M +19,965 +10%
NA
9
NewEdge Advisors
Louisiana
$18.7M +$713K +8,402 +4%
ASN
10
Advisory Services Network
Georgia
$18.3M +$12.9K +152 +0.1%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$17M -$559K -6,584 -3%
NP
12
Nilsine Partners
Colorado
$16.5M +$5.96M +70,163 +63%
RJA
13
Raymond James & Associates
Florida
$11.1M -$478K -5,633 -4%
Truist Financial
14
Truist Financial
North Carolina
$9.71M -$567K -6,672 -6%
WWA
15
WCG Wealth Advisors
Nevada
$8.26M -$2.94M -34,592 -27%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$6.94M +$1.33M +15,662 +26%
OC
17
Oppenheimer & Co
New York
$6.92M +$1.9M +22,377 +41%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$6.79M -$245K -2,889 -4%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$6.39M -$2.39M -28,095 -28%
GA
20
Gateway Advisory
New Jersey
$5.81M +$267K +3,141 +5%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.28M -$594K -6,990 -11%
Stifel Financial
22
Stifel Financial
Missouri
$5.01M -$234K -2,752 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.96M -$276K -3,250 -6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.72M +$535K +6,295 +14%
KAS
25
Kestra Advisory Services
Texas
$4.71M +$1.46M +17,144 +49%

FTXL Hedge Fund Activity: Q1 2024 in Review

108 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Semiconductor ETF (FTXL) for Q1 2024, worth a combined $1.27B — up 8.2% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FTXL and 12 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 51 added.

The largest buyer was First Trust Advisors, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $61M.

  • 108 institutional investors held First Trust Nasdaq Semiconductor ETF (FTXL) as of Q1 2024, down from 109 in Q4 2023.
  • Funds reported $1.27B of First Trust Nasdaq Semiconductor ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 12 funds opened new First Trust Nasdaq Semiconductor ETF positions in Q1 2024 and 13 closed out, a net change of -1 holder.
  • The largest First Trust Nasdaq Semiconductor ETF buyer in Q1 2024 was First Trust Advisors, an estimated $14.9M added.
  • The largest First Trust Nasdaq Semiconductor ETF seller in Q1 2024 was Morgan Stanley, an estimated $61M sold.

Based on aggregated 13F filings for Q1 2024.