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First Trust Nasdaq Bank ETF
FTXO

61 hedge funds and large institutions have $958M invested in First Trust Nasdaq Bank ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

20% more funds holding

Funds holding: 51 → 61 (+10)

1% more capital invested

Capital invested by funds: $951M → $958M (+$6.89M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10,373.96% less ownership

Funds ownership: 10,465.85% → 91.9% (-10,374%)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
32
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$31.5M
2
Wells Fargo
Wells Fargo
California
+$17.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.82M
4
Bank of America
Bank of America
North Carolina
+$4.75M
5
RJA
Raymond James & Associates
Florida
+$4.15M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$64.7M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.4M
3
Millennium Management
Millennium Management
New York
-$815K
4
FTUS
Flow Traders U.S.
New York
-$640K
5
IAA
Independent Advisor Alliance
North Carolina
-$603K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
Atwood & Palmer
Missouri
$1.8M +$90.6K +3,530 +5%
DWA
27
Dorsey Wright & Associates
California
$1.74M -$5.13K -200 -0.3%
IH
28
IFC Holdings
Florida
$1.49M +$1.08M +42,037 +298%
SFI
29
SPC Financial Inc
Maryland
$1.29M +$82.6K +3,220 +7%
BTS
30
BB&T Securities
Virginia
$1.23M +$987K +38,446 +471%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.14M +$94.8K +3,694 +9%
MWM
32
MinichMacGregor Wealth Management
New York
$1.09M -$11.4K -443 -1%
PFS
33
Prospera Financial Services
Texas
$1.03M +$482K +18,799 +94%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$1.02M +$851K +33,179 +598%
VF
35
Virtu Financial
New York
$976K +$700K +27,285 +283%
UBS Group
36
UBS Group
Switzerland
$874K +$784K +30,570 +1,223%
PAG
37
Private Advisory Group
Washington
$725K +$266K +10,359 +61%
FFS
38
Founders Financial Securities
Maryland
$697K +$108K +4,226 +19%
HI
39
Horizon Investments
North Carolina
$675K +$108K +4,210 +19%
UCFA
40
United Capital Financial Advisors
Texas
$557K -$26.2K -1,021 -5%
WI
41
Wintrust Investments
Illinois
$468K +$454K +17,711 New
BIG
42
Bellwether Investment Group
Tennessee
$462K – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$372K +$361K +14,068 New
HCIA
44
Hochman Cole Investment Advisors
Illinois
$370K +$359K +13,997 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$357K +$346K +13,483 New
SI
46
Stephens Inc
Arkansas
$322K -$3.59K -140 -1%
SG
47
StoneX Group
New York
$308K +$299K +11,648 New
AG
48
Advisor Group
Arizona
$295K +$34.4K +1,341 +14%
CWM
49
Cornerstone Wealth Management
Missouri
$262K +$248K +9,663 New
GWM
50
Geneos Wealth Management
Colorado
$251K – – –
1
2
3

FTXO Hedge Fund Activity: Q2 2017 in Review

61 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q2 2017, worth a combined $958M — up 0.72% from $951M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FTXO positions and 6 closed out — a net gain of 10 holders — while 32 added to existing stakes and 9 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $31.5M. The largest seller was Morgan Stanley, cutting an estimated $64.7M.

  • 61 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q2 2017, up from 51 in Q1 2017.
  • Funds reported $958M of First Trust Nasdaq Bank ETF stock for Q2 2017, up 0.72% quarter-over-quarter.
  • 16 funds opened new First Trust Nasdaq Bank ETF positions in Q2 2017 and 6 closed out, a net change of +10 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q2 2017 was MML Investors Services, an estimated $31.5M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q2 2017 was Morgan Stanley, an estimated $64.7M sold.

Based on aggregated 13F filings for Q2 2017.