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First Trust Nasdaq Oil & Gas ETF

113 hedge funds and large institutions have $142M invested in First Trust Nasdaq Oil & Gas ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

11% more funds holding

Funds holding: 102113 (+11)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

13.29% less ownership

Funds ownership: 76.64%63.34% (-13%)

20% less capital invested

Capital invested by funds: $177M → $142M (-$34.6M)

Holders
113
Holders Change
+11
Holders Change %
+10.78%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
38
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Pinnacle Family Advisors
Missouri
$208K +$187K +6,454 New
BRWA
77
B. Riley Wealth Advisors
Florida
$203K +$196K +6,757 New
AWC
78
Adamsbrown Wealth Consultants
Kansas
$200K +$180K +6,202 New
GRP
79
Global Retirement Partners
California
$180K -$5.17K -178 -3%
AWM
80
Activest Wealth Management
Florida
$178K +$160K +5,524 New
NC
81
NewSquare Capital
Pennsylvania
$118K
PS
82
Principal Securities
Iowa
$117K +$7.43K +256 +8%
CFGS
83
Concourse Financial Group Securities
Alabama
$84.3K +$5.6K +193 +8%
FWP
84
FAS Wealth Partners
Kansas
$83.4K +$348 +12 +0.5%
AA
85
AlphaMark Advisors
Kentucky
$79K
MSG
86
Main Street Group
Virginia
$71.9K +$783 +27 +1%
BEI
87
Benjamin Edwards Inc
Missouri
$56K -$1.13K -39 -2%
IGWM
88
ICA Group Wealth Management
Colorado
$46.8K
Comerica Bank
89
Comerica Bank
Texas
$41.2K -$10.1K -347 -21%
HWM
90
HighMark Wealth Management
Minnesota
$37.1K
AIM
91
Anchor Investment Management
South Carolina
$35.7K
Bank of America
92
Bank of America
North Carolina
$25.5K +$22.9K +789 New
RFG
93
REAP Financial Group
Texas
$23.4K +$1.31K +45 +7%
AP
94
Atwood & Palmer
Missouri
$22K
HWA
95
HHM Wealth Advisors
Tennessee
$21.5K +$19.3K +666 New
PTC
96
Private Trust Company
Ohio
$19.4K -$40.6K -1,400 -70%
FGAM
97
Financial Gravity Asset Management
Texas
$18.2K +$8.71K +300 +100%
WIM
98
Westside Investment Management
California
$17.7K
UBS Group
99
UBS Group
Switzerland
$14.1K +$12.5K +430 +5,375%
TAM
100
Tucker Asset Management
Colorado
$7.75K +$3.86K +133 +124%

FTXN Hedge Fund Activity: Q1 2024 in Review

113 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q1 2024, worth a combined $142M — down 20% from $177M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTXN positions and 7 closed out — a net gain of 13 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.88M. The largest seller was Morgan Stanley, cutting an estimated $33.8M.

  • 113 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q1 2024, up from 102 in Q4 2023.
  • Funds reported $142M of First Trust Nasdaq Oil & Gas ETF stock for Q1 2024, down 20% quarter-over-quarter.
  • 20 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q1 2024 and 7 closed out, a net change of +13 holders.
  • The largest First Trust Nasdaq Oil & Gas ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $2.88M added.
  • The largest First Trust Nasdaq Oil & Gas ETF seller in Q1 2024 was Morgan Stanley, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2024.