First Trust Nasdaq Oil & Gas ETF
FTXN
93 hedge funds and large institutions have $94.4M invested in First Trust Nasdaq Oil & Gas ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
15% more funds holding
Funds holding: 81 → 93 (+12)
4% less capital invested
Capital invested by funds: $98.8M → $94.4M (-$4.33M)
26% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 34
68.17% less ownership
Funds ownership: 128.29% → 60.12% (-68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.79M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.21M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$1.08M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$964K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$588K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$124M |
| 2 |
Morgan Stanley
New York
|
-$6.98M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.97M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.15M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1,000K |
FTXN Hedge Fund Activity: Q4 2024 in Review
93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q4 2024, worth a combined $94.4M — down 4.4% from $98.8M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FTXN positions and 4 closed out — a net gain of 14 holders — while 25 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.79M. The largest seller was International Assets Investment Management, cutting an estimated $124M.
- 93 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q4 2024, up from 81 in Q3 2024.
- Funds reported $94.4M of First Trust Nasdaq Oil & Gas ETF stock for Q4 2024, down 4.4% quarter-over-quarter.
- 18 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q4 2024 and 4 closed out, a net change of +14 holders.
- The largest First Trust Nasdaq Oil & Gas ETF buyer in Q4 2024 was LPL Financial, an estimated $1.79M added.
- The largest First Trust Nasdaq Oil & Gas ETF seller in Q4 2024 was International Assets Investment Management, an estimated $124M sold.
Based on aggregated 13F filings for Q4 2024.