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First Trust Nasdaq Oil & Gas ETF

102 hedge funds and large institutions have $177M invested in First Trust Nasdaq Oil & Gas ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
40
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.6M 2,140,756 +501,723 +31%
LPL Financial
2
LPL Financial
California
$25.6M 905,803 -40,807 -4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.1M 391,033 -275,848 -41%
Wells Fargo
4
Wells Fargo
California
$9.43M 333,127 +41,381 +14%
RJA
5
Raymond James & Associates
Florida
$6.98M 246,502 +129,463 +111%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.99M 211,618 -15,722 -7%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.23M 149,258 -1,453 -1%
CWP
8
Cyndeo Wealth Partners
Florida
$2.8M 98,785 +82,682 +513%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.49M 87,918 +62,600 +247%
SA
10
SFI Advisors
New Jersey
$2.29M 80,940 -7,763 -9%
SAM
11
Secure Asset Management
Michigan
$2.13M 75,363 +33,451 +80%
PAG
12
Private Advisor Group
New Jersey
$1.82M 64,165 +5,181 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.79M 63,407 -96,419 -60%
IAIM
14
International Assets Investment Management
Florida
$1.72M 60,709 -43,363 -42%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.7M 60,188 +8,281 +16%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.5M 53,066 +3,654 +7%
Stifel Financial
17
Stifel Financial
Missouri
$1.35M 47,680 -8,456 -15%
QPW
18
Quantum Private Wealth
Florida
$1.28M 45,186 +8,147 +22%
CAS
19
Coppell Advisory Solutions
Texas
$1.26M 44,633 +44,633 New
Goldman Sachs
20
Goldman Sachs
New York
$1.25M 44,102 +14,811 +51%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.2M 42,286 +4,085 +11%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1.17M 41,502 -585 -1%
AssetMark Inc
23
AssetMark Inc
California
$1.16M 40,889 +16,875 +70%
PCH
24
PGIM Custom Harvest
New Jersey
$1.1M 38,946
SCA
25
Snowden Capital Advisors
New York
$1.09M 38,442 -1,452 -4%