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First Trust Nasdaq Bank ETF

77 hedge funds and large institutions have $1.08B invested in First Trust Nasdaq Bank ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

26% more funds holding

Funds holding: 6177 (+16)

10% more capital invested

Capital invested by funds: $975M → $1.08B (+$101M)

3.02% more ownership

Funds ownership: 89.65%92.67% (+3%)

Holders
77
Holders Change
+16
Holders Change %
+26.23%
% of All Funds
1.75%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
19
Increased
35
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$2.46M +$2.37M +83,647 New
FHC
27
First Heartland Consultants
Missouri
$2.19M -$180K -6,375 -8%
DWA
28
Dorsey Wright & Associates
California
$1.98M +$164K +5,791 +9%
AP
29
Atwood & Palmer
Missouri
$1.96M -$154K -5,435 -8%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.65M +$173K +6,100 +12%
AG
31
Advisor Group
Arizona
$1.55M +$133K +4,710 +10%
SFI
32
SPC Financial Inc
Maryland
$1.53M +$81.1K +2,866 +6%
MWM
33
MinichMacGregor Wealth Management
New York
$1.45M +$113K +3,982 +9%
BTS
34
BB&T Securities
Virginia
$1.34M +$23K +814 +2%
PFS
35
Prospera Financial Services
Texas
$1.3M +$103K +3,624 +9%
WI
36
Wintrust Investments
Illinois
$1.25M +$350K +12,356 +41%
EWA
37
EP Wealth Advisors
California
$1.18M -$427K -15,086 -27%
IH
38
IFC Holdings
Florida
$796K -$927K -32,754 -55%
FAAS
39
First Allied Advisory Services
California
$786K +$317K +11,208 +72%
VF
40
Virtu Financial
New York
$772K -$330K -11,658 -31%
CCB
41
Cutter & Co Brokerage
Missouri
$726K +$700K +24,738 New
FFS
42
Founders Financial Securities
Maryland
$725K -$31K -1,095 -4%
MOS
43
MGO One Seven
Ohio
$667K +$643K +22,706 New
CAN
44
Claraphi Advisory Network
United States
$644K +$621K +21,947 New
HI
45
Horizon Investments
North Carolina
$633K -$31K -1,095 -4%
BIG
46
Bellwether Investment Group
Tennessee
$604K +$66.4K +2,346 +13%
WS
47
Wedbush Securities
California
$523K +$283K +10,000 +128%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$505K -$301K -10,633 -38%
UCFA
49
United Capital Financial Advisors
Texas
$486K -$36.2K -1,280 -7%
SG
50
StoneX Group
New York
$471K +$54.3K +1,919 +14%

FTXO Hedge Fund Activity: Q4 2017 in Review

77 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q4 2017, worth a combined $1.08B — up 10% from $975M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FTXO positions and 3 closed out — a net gain of 16 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $18.9M. The largest seller was Bank of America, cutting an estimated $7.19M.

  • 77 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q4 2017, up from 61 in Q3 2017.
  • Funds reported $1.08B of First Trust Nasdaq Bank ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 19 funds opened new First Trust Nasdaq Bank ETF positions in Q4 2017 and 3 closed out, a net change of +16 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q4 2017 was First Trust Advisors, an estimated $18.9M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q4 2017 was Bank of America, an estimated $7.19M sold.

Based on aggregated 13F filings for Q4 2017.