First Trust Nasdaq Oil & Gas ETF
FTXN
102 hedge funds and large institutions have $177M invested in First Trust Nasdaq Oil & Gas ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 13 closing their positions.
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
21% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 33
8.7% more ownership
Funds ownership: 67.94% → 76.64% (+8.7%)
2% more funds holding
Funds holding: 100 → 102 (+2)
0% more capital invested
Capital invested by funds: $176M → $177M (+$229K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.73M |
| 3 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$2.38M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.8M |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.95M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.78M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.25M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.18M |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$935K |
FTXN Hedge Fund Activity: Q4 2023 in Review
102 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q4 2023, worth a combined $177M — up 0.13% from $176M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FTXN positions and 13 closed out — a net gain of 3 holders — while 40 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.95M.
- 102 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q4 2023, up from 100 in Q3 2023.
- Funds reported $177M of First Trust Nasdaq Oil & Gas ETF stock for Q4 2023, up 0.13% quarter-over-quarter.
- 16 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q4 2023 and 13 closed out, a net change of +3 holders.
- The largest First Trust Nasdaq Oil & Gas ETF buyer in Q4 2023 was Morgan Stanley, an estimated $14.5M added.
- The largest First Trust Nasdaq Oil & Gas ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $7.95M sold.
Based on aggregated 13F filings for Q4 2023.