We are live on ! Find out more
FTXO icon

First Trust Nasdaq Bank ETF
FTXO

95 hedge funds and large institutions have $229M invested in First Trust Nasdaq Bank ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

30% more capital invested

Capital invested by funds: $176M → $229M (+$53.4M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 94 → 95 (+1)

0.81% more ownership

Funds ownership: 64.03% → 64.84% (+0.81%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
53
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$14.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.7M
3
QAM
Q3 Asset Management
Michigan
+$8.14M
4
Morgan Stanley
Morgan Stanley
New York
+$5.71M
5
MWM
MinichMacGregor Wealth Management
New York
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
BIM
Bullseye Investment Management
Ohio
-$2.45M
2
GIA
Gladstone Institutional Advisory
Florida
-$2.11M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.44M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.21M +$223K +6,529 +21%
KPWS
27
Kestra Private Wealth Services
Texas
$1.12M -$91.2K -2,664 -7%
Goldman Sachs
28
Goldman Sachs
New York
$1.08M -$118K -3,436 -9%
SPC
29
Sigma Planning Corp
Michigan
$1.06M -$210K -6,144 -16%
FTUS
30
Flow Traders U.S.
New York
$1.01M +$1.09M +31,935 New
SCA
31
Snowden Capital Advisors
New York
$832K +$135K +3,953 +18%
PAG
32
Private Advisor Group
New Jersey
$805K +$431K +12,605 +99%
DADC
33
D.A. Davidson & Co
Montana
$774K +$205K +5,982 +33%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$766K -$811K -23,700 -50%
PWP
35
Pursue Wealth Partners
California
$665K – – –
MCC
36
Money Concepts Capital
Florida
$632K +$378K +11,060 +125%
CA
37
CoreCap Advisors
Michigan
$617K +$115K +3,369 +21%
SG
38
StoneX Group
New York
$611K +$92.6K +2,705 +16%
Citadel Advisors
39
Citadel Advisors
Florida
$600K +$646K +18,866 New
PFS
40
Prospera Financial Services
Texas
$552K +$57.2K +1,672 +11%
HAS
41
HBW Advisory Services
California
$526K -$16.3K -477 -3%
AWS
42
Atria Wealth Solutions
New York
$511K +$550K +16,069 New
FAIM
43
Financial Advocates Investment Management
Washington
$492K +$66.5K +1,943 +14%
MML Investors Services
44
MML Investors Services
Massachusetts
$448K +$37.6K +1,098 +8%
Truist Financial
45
Truist Financial
North Carolina
$413K +$444K +12,985 New
PPWM
46
Paragon Private Wealth Management
Kentucky
$399K +$66.9K +1,955 +17%
PFA
47
Pinnacle Family Advisors
Missouri
$363K +$143K +4,186 +58%
KA
48
Kovack Advisors
Florida
$356K +$384K +11,210 New
AWM
49
AE Wealth Management
Kansas
$345K +$91.2K +2,666 +33%
SWM
50
Spire Wealth Management
Virginia
$337K -$6.74K -197 -2%
1
2
3 4 5

FTXO Hedge Fund Activity: Q1 2022 in Review

95 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q1 2022, worth a combined $229M — up 30% from $176M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTXO positions and 11 closed out — a net gain of 3 holders — while 53 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.4M. The largest seller was Bullseye Investment Management, cutting an estimated $2.45M.

  • 95 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q1 2022, up from 94 in Q4 2021.
  • Funds reported $229M of First Trust Nasdaq Bank ETF stock for Q1 2022, up 30% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Bank ETF positions in Q1 2022 and 11 closed out, a net change of +3 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q1 2022 was Wells Fargo, an estimated $14.4M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q1 2022 was Bullseye Investment Management, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2022.