First Trust Nasdaq Oil & Gas ETF
FTXN
86 hedge funds and large institutions have $1.01B invested in First Trust Nasdaq Oil & Gas ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 5 closing their positions.
520% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 5
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
41% more funds holding
Funds holding: 61 → 86 (+25)
16% more capital invested
Capital invested by funds: $866M → $1.01B (+$139M)
13% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 23
5.46% less ownership
Funds ownership: 93.13% → 87.67% (-5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$21.3M |
| 3 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
+$15.9M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$14.3M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$228M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$12.3M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12M |
| 4 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$10.1M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$9.98M |
FTXN Hedge Fund Activity: Q1 2022 in Review
86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q1 2022, worth a combined $1.01B — up 16% from $866M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FTXN positions and 5 closed out — a net gain of 26 holders — while 26 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.5M. The largest seller was First Trust Advisors, cutting an estimated $228M.
- 86 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q1 2022, up from 61 in Q4 2021.
- Funds reported $1.01B of First Trust Nasdaq Oil & Gas ETF stock for Q1 2022, up 16% quarter-over-quarter.
- 31 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q1 2022 and 5 closed out, a net change of +26 holders.
- The largest First Trust Nasdaq Oil & Gas ETF buyer in Q1 2022 was Morgan Stanley, an estimated $26.5M added.
- The largest First Trust Nasdaq Oil & Gas ETF seller in Q1 2022 was First Trust Advisors, an estimated $228M sold.
Based on aggregated 13F filings for Q1 2022.