First Trust Nasdaq Oil & Gas ETF
FTXN
95 hedge funds and large institutions have $129M invested in First Trust Nasdaq Oil & Gas ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 20 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 35
4.5% less ownership
Funds ownership: 63.34% → 58.84% (-4.5%)
9% less capital invested
Capital invested by funds: $142M → $129M (-$13.2M)
16% less funds holding
Funds holding: 113 → 95 (-18)
75% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.57M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.18M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$2.04M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.83M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.09M |
| 2 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$2.53M |
| 3 |
AssetMark Inc
Concord,
California
|
-$1.75M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.45M |
| 5 |
Bank of New York Mellon
New York
|
-$1.08M |
FTXN Hedge Fund Activity: Q2 2024 in Review
95 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q2 2024, worth a combined $129M — down 9.3% from $142M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FTXN and 5 opened new positions — a net loss of 15 holders — while 35 trimmed existing stakes and 35 added.
The largest buyer was Osaic Holdings, adding an estimated $3.57M. The largest seller was Envestnet Asset Management, cutting an estimated $4.09M.
- 95 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q2 2024, down from 113 in Q1 2024.
- Funds reported $129M of First Trust Nasdaq Oil & Gas ETF stock for Q2 2024, down 9.3% quarter-over-quarter.
- 5 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q2 2024 and 20 closed out, a net change of -15 holders.
- The largest First Trust Nasdaq Oil & Gas ETF buyer in Q2 2024 was Osaic Holdings, an estimated $3.57M added.
- The largest First Trust Nasdaq Oil & Gas ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $4.09M sold.
Based on aggregated 13F filings for Q2 2024.