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First Trust Nasdaq Bank ETF

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

4.41% more ownership

Funds ownership: 60.33%64.74% (+4.4%)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

1% more capital invested

Capital invested by funds: $123M → $124M (+$911K)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 8988 (-1)

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.21M +$68.6K +2,519 +6%
SCA
27
Snowden Capital Advisors
New York
$1.17M +$3.76K +138 +0.3%
IA
28
IFP Advisors
Florida
$1.12M -$1.23M -45,195 -56%
IWM
29
Iams Wealth Management
Nebraska
$950K +$989K +36,306 New
Stifel Financial
30
Stifel Financial
Missouri
$813K -$368K -13,515 -30%
KPWS
31
Kestra Private Wealth Services
Texas
$808K -$109K -4,012 -12%
AWM
32
AE Wealth Management
Kansas
$589K +$94.7K +3,474 +18%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$544K +$307K +11,273 +119%
AWS
34
Atria Wealth Solutions
New York
$422K +$183K +6,733 +72%
SG
35
StoneX Group
New York
$416K -$115K -4,205 -21%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$400K -$579K -21,265 -58%
PFS
37
Prospera Financial Services
Texas
$379K -$62.6K -2,299 -14%
PPWM
38
Paragon Private Wealth Management
Kentucky
$351K -$5.15K -189 -1%
DADC
39
D.A. Davidson & Co
Montana
$341K -$221K -8,121 -38%
PFA
40
Pinnacle Family Advisors
Missouri
$334K -$7.36K -270 -2%
CRI
41
Colonial River Investments
Virginia
$305K
Truist Financial
42
Truist Financial
North Carolina
$301K +$4.71K +173 +2%
PTC
43
Private Trust Company
Ohio
$283K
CAG
44
Csenge Advisory Group
Florida
$265K +$275K +10,110 New
PWP
45
Pursue Wealth Partners
California
$262K -$327K -12,000 -55%
MC
46
Moors & Cabot
Massachusetts
$246K -$28.9K -1,060 -10%
RA
47
RFG Advisory
Alabama
$235K +$218K +8,010 New
IA
48
IFG Advisory
Georgia
$232K +$136 +5 +0.1%
GWP
49
Gateway Wealth Partners
Wisconsin
$227K +$236K +8,649 New
CWM
50
Concentrum Wealth Management
California
$207K -$134K -4,907 -38%

FTXO Hedge Fund Activity: Q4 2022 in Review

88 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q4 2022, worth a combined $124M — up 0.74% from $123M a quarter earlier.

Fund positioning in FTXO was balanced in Q4 2022: 12 funds opened new positions, 12 closed out, 33 added to existing stakes and 31 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.37M. The largest seller was Royal Bank of Canada, cutting an estimated $2.99M.

  • 88 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q4 2022, down from 89 in Q3 2022.
  • Funds reported $124M of First Trust Nasdaq Bank ETF stock for Q4 2022, up 0.74% quarter-over-quarter.
  • 12 funds opened new First Trust Nasdaq Bank ETF positions in Q4 2022 and 12 closed out, a net change of 0 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $4.37M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2022.