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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

88 hedge funds and large institutions have $124M invested in First Trust Nasdaq Bank ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.41M
3
SAM
3
Secure Asset Management
Michigan
$2.25M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.03M
5
KAS
5
Kestra Advisory Services
Texas
$1.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.7M
3
UBS Group
3
UBS Group
Switzerland
$5.23M
4
TRCT
4
Tower Research Capital (TRC)
New York
$96K
5
IA
5
IFP Advisors
Florida
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.21M +$66K +2,519 +6%
SCA
27
Snowden Capital Advisors
New York
$1.17M +$3.62K +138 +0.3%
IA
28
IFP Advisors
Florida
$1.12M -$1.45M -45,195 -56%
IWM
29
Iams Wealth Management
Nebraska
$950K +$950K +36,306 New
Stifel Financial
30
Stifel Financial
Missouri
$813K -$354K -13,515 -30%
KPWS
31
Kestra Private Wealth Services
Texas
$808K -$105K -4,012 -12%
AWM
32
AE Wealth Management
Kansas
$589K +$91K +3,474 +18%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$544K +$295K +11,273 +119%
AWS
34
Atria Wealth Solutions
New York
$422K +$176K +6,733 +72%
SG
35
StoneX Group
New York
$416K -$110K -4,205 -21%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$400K -$557K -21,265 -58%
PFS
37
Prospera Financial Services
Texas
$379K -$60.2K -2,299 -14%
PPWM
38
Paragon Private Wealth Management
Kentucky
$351K -$4.95K -189 -1%
DADC
39
D.A. Davidson & Co
Montana
$341K -$213K -8,121 -38%
PFA
40
Pinnacle Family Advisors
Missouri
$334K -$7.07K -270 -2%
CRI
41
Colonial River Investments
Virginia
$305K – – –
Truist Financial
42
Truist Financial
North Carolina
$301K +$4.53K +173 +2%
PTC
43
Private Trust Company
Ohio
$283K – – –
CAG
44
Csenge Advisory Group
Florida
$265K +$265K +10,110 New
PWP
45
Pursue Wealth Partners
California
$262K -$314K -12,000 -55%
MC
46
Moors & Cabot
Massachusetts
$246K -$27.8K -1,060 -10%
RA
47
RFG Advisory
Alabama
$235K +$235K +8,010 New
IA
48
IFG Advisory
Georgia
$232K +$131 +5 +0.1%
GWP
49
Gateway Wealth Partners
Wisconsin
$227K +$227K +8,649 New
CWM
50
Concentrum Wealth Management
California
$207K -$129K -4,907 -38%
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