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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

83 hedge funds and large institutions have $96.6M invested in First Trust Nasdaq Bank ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
34
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.05M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.6M
4
SCA
4
Snowden Capital Advisors
New York
$1.69M
5
AAS
5
Avantax Advisory Services
Texas
$1.88M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.33M
2
Bank of America
2
Bank of America
North Carolina
$3.56M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$741K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.39M
5
NA
5
NewEdge Advisors
Louisiana
$153K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$710K +$386K +18,143 +119%
AWM
27
AE Wealth Management
Kansas
$688K +$211K +9,904 +44%
KPWS
28
Kestra Private Wealth Services
Texas
$661K +$5.29K +249 +0.8%
CAN
29
Cetera Advisor Networks
California
$653K -$327K -15,359 -33%
KAS
30
Kestra Advisory Services
Texas
$651K -$482K -22,689 -43%
HAS
31
HBW Advisory Services
California
$572K +$182K +8,546 +47%
Stifel Financial
32
Stifel Financial
Missouri
$571K -$88.7K -4,170 -13%
IWM
33
Iams Wealth Management
Nebraska
$531K -$234K -11,092 -31%
Citadel Advisors
34
Citadel Advisors
Florida
$506K +$506K +23,824 New
Truist Financial
35
Truist Financial
North Carolina
$505K +$260K +12,245 +106%
AR
36
Apeiron RIA
Texas
$460K +$460K +21,651 New
TRCT
37
Tower Research Capital (TRC)
New York
$452K +$374K +17,575 +477%
PFA
38
Pinnacle Family Advisors
Missouri
$445K +$175K +8,210 +64%
CFD
39
Creative Financial Designs
Indiana
$443K +$379K +17,804 +587%
DADC
40
D.A. Davidson & Co
Montana
$418K +$142K +6,661 +51%
JIP
41
Jaffetilchin Investment Partners
Florida
$380K +$380K +17,896 New
PFS
42
Prospera Financial Services
Texas
$309K +$1.36K +64 +0.4%
NW
43
NewEdge Wealth
Pennsylvania
$272K +$272K +12,776 New
AWM
44
Avior Wealth Management
Nebraska
$256K +$255K +11,987 +20,317%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$247K +$247K +11,598 New
PPWM
46
Paragon Private Wealth Management
Kentucky
$238K -$46.7K -2,198 -16%
PTC
47
Private Trust Company
Ohio
$229K -$1.28K -60 -0.6%
IA
48
IFG Advisory
Georgia
$223K +$33.6K +1,580 +18%
GWP
49
Gateway Wealth Partners
Wisconsin
$203K +$19.2K +901 +10%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$189K -$253K -11,883 -57%
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