First Trust Nasdaq Oil & Gas ETF
FTXN
104 hedge funds and large institutions have $1.06B invested in First Trust Nasdaq Oil & Gas ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 8 closing their positions.
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
22% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 32
18% more funds holding
Funds holding: 88 → 104 (+16)
18% more capital invested
Capital invested by funds: $904M → $1.06B (+$161M)
1.09% more ownership
Funds ownership: 87.45% → 88.54% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$35M |
| 2 |
Morgan Stanley
New York
|
+$14.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.15M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.72M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$12.2M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$10M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$3.58M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.74M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
101
Private Advisor Group
Morristown,
New Jersey
| $1.66K | -$88.2K | -3,061 | -5% |
|
|
CA
102
CoreCap Advisors
Southfield,
Michigan
| $1.12K | +$1.15K | +40 | New |
|
103
Fidelity Investments
Boston,
Massachusetts
| $280 | -$20.8K | -720 | -99% |
|
|
WIM
104
Westside Investment Management
Santa Monica,
California
| $15 | – | – | – |
|
105
Prudential Financial
Newark,
New Jersey
| – | -$1M | -42,198 | Closed |
|
|
JAWM
106
J. Arnold Wealth Management
Youngstown,
Ohio
| – | -$429K | -17,482 | Closed |
|
|
IA
107
Insight Advisors
Newtown,
Pennsylvania
| – | -$230K | -9,357 | Closed |
|
108
UBS Group
Zurich,
Switzerland
| – | -$187K | -7,618 | Closed |
|
|
FA
109
Flagstar Advisors
New York
| – | -$49.6K | -2,019 | Closed |
|
|
HGERS
110
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$9K | -379 | Closed |
|
|
OPW
111
Oxler Private Wealth
Rye Brook,
New York
| – | -$23K | -240 | Closed |
|
FTXN Hedge Fund Activity: Q4 2022 in Review
104 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q4 2022, worth a combined $1.06B — up 18% from $904M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FTXN positions and 8 closed out — a net gain of 17 holders — while 39 added to existing stakes and 32 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $35M. The largest seller was NewSquare Capital, cutting an estimated $12.2M.
- 104 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q4 2022, up from 88 in Q3 2022.
- Funds reported $1.06B of First Trust Nasdaq Oil & Gas ETF stock for Q4 2022, up 18% quarter-over-quarter.
- 25 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q4 2022 and 8 closed out, a net change of +17 holders.
- The largest First Trust Nasdaq Oil & Gas ETF buyer in Q4 2022 was First Trust Advisors, an estimated $35M added.
- The largest First Trust Nasdaq Oil & Gas ETF seller in Q4 2022 was NewSquare Capital, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2022.