First Trust Nasdaq Oil & Gas ETF
FTXN
61 hedge funds and large institutions have $866M invested in First Trust Nasdaq Oil & Gas ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 2 closing their positions.
2,544% more capital invested
Capital invested by funds: $32.8M → $866M (+$834M)
1,800% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 2
700% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 2
135% more funds holding
Funds holding: 26 → 61 (+35)
18.25% more ownership
Funds ownership: 74.88% → 93.13% (+18%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$658M |
| 2 |
Morgan Stanley
New York
|
+$37.3M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$34.3M |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$24.4M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$269K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$80K |
| 3 |
FA
Flagstar Advisors
New York
|
-$58K |
| 4 |
RTL
Red Tortoise LLC
Atlanta,
Georgia
|
-$43K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $58K | +$60.6K | +3,000 | New |
|
|
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| $38K | – | – | – |
|
|
SPIA
53
Steward Partners Investment Advisory
New York
| $25K | – | – | – |
|
|
SCA
54
Snowden Capital Advisors
New York
| $23K | +$24.8K | +1,229 | New |
|
|
HWM
55
HighMark Wealth Management
St. Paul,
Minnesota
| $17K | +$18.2K | +900 | New |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| $14K | +$14.5K | +716 | New |
|
|
FWM
57
Focused Wealth Management
Newburgh,
New York
| $12K | – | – | – |
|
|
VRM
58
Vectors Research Management
New York
| $9K | – | – | – |
|
59
Wells Fargo
San Francisco,
California
| $4K | +$4.06K | +201 | +20,100% |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| $2K | +$2.02K | +100 | New |
|
|
CA
61
CoreCap Advisors
Southfield,
Michigan
| $1K | +$808 | +40 | New |
|
|
FA
62
Flagstar Advisors
New York
| – | -$58K | -3,067 | Closed |
|
|
RTL
63
Red Tortoise LLC
Atlanta,
Georgia
| – | -$43K | -1,737 | Closed |
|
FTXN Hedge Fund Activity: Q4 2021 in Review
61 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q4 2021, worth a combined $866M — up 2,544% from $32.8M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new FTXN positions and 2 closed out — a net gain of 36 holders — while 16 added to existing stakes and 2 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $658M. The largest seller was Goldman Sachs, cutting an estimated $269K.
- 61 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q4 2021, up from 26 in Q3 2021.
- Funds reported $866M of First Trust Nasdaq Oil & Gas ETF stock for Q4 2021, up 2,544% quarter-over-quarter.
- 38 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q4 2021 and 2 closed out, a net change of +36 holders.
- The largest First Trust Nasdaq Oil & Gas ETF buyer in Q4 2021 was First Trust Advisors, an estimated $658M added.
- The largest First Trust Nasdaq Oil & Gas ETF seller in Q4 2021 was Goldman Sachs, an estimated $269K sold.
Based on aggregated 13F filings for Q4 2021.