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First Trust Nasdaq Oil & Gas ETF

13 hedge funds and large institutions have $3.98M invested in First Trust Nasdaq Oil & Gas ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.29% less ownership

Funds ownership: 71.24%58.95% (-12%)

13% less funds holding

Funds holding: 1513 (-2)

38% less capital invested

Capital invested by funds: $6.38M → $3.98M (-$2.41M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change

FTXN Hedge Fund Activity: Q4 2019 in Review

13 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q4 2019, worth a combined $3.98M — down 38% from $6.38M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FTXN and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $1.22M. The largest seller was Focused Wealth Management, cutting an estimated $3.15M.

  • 13 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q4 2019, down from 15 in Q3 2019.
  • Funds reported $3.98M of First Trust Nasdaq Oil & Gas ETF stock for Q4 2019, down 38% quarter-over-quarter.
  • 3 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q4 2019 and 5 closed out, a net change of -2 holders.
  • The largest First Trust Nasdaq Oil & Gas ETF buyer in Q4 2019 was Kingsview Wealth Management, an estimated $1.22M added.
  • The largest First Trust Nasdaq Oil & Gas ETF seller in Q4 2019 was Focused Wealth Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2019.