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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

69 hedge funds and large institutions have $92.5M invested in First Trust Nasdaq Bank ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
69
Holders Change
-9
Holders Change %
-11.54%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
17
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
2
UBS Group
2
UBS Group
Switzerland
$8.17M
3
SAM
3
Secure Asset Management
Michigan
$11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.41M
5
PA
5
PFG Advisors
Arizona
$346K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$687K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.06M
3
CA
3
Cetera Advisors
Colorado
$443K
4
LPL Financial
4
LPL Financial
California
$9.97M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$687K -$5.19M -205,393 -88%
CAN
27
Cetera Advisor Networks
California
$676K +$90.4K +3,580 +15%
CFD
28
Creative Financial Designs
Indiana
$494K -$22.2K -877 -4%
GWP
29
Gateway Wealth Partners
Wisconsin
$472K +$76.4K +3,023 +19%
NW
30
NewEdge Wealth
Pennsylvania
$459K -$17.6K -695 -4%
CA
31
Cetera Advisors
Colorado
$443K -$1.01M -39,919 -69%
Truist Financial
32
Truist Financial
North Carolina
$408K -$16.4K -648 -4%
EH
33
Equitable Holdings
New York
$384K -$31.6K -1,250 -8%
IA
34
IFP Advisors
Florida
$383K -$64.7K -2,561 -14%
NA
35
NewEdge Advisors
Louisiana
$360K +$239K +9,460 +198%
PA
36
PFG Advisors
Arizona
$346K +$346K +13,679 New
Baird Financial Group
37
Baird Financial Group
Wisconsin
$323K -$861K -34,069 -73%
PFS
38
Prospera Financial Services
Texas
$303K -$10.4K -412 -3%
Stifel Financial
39
Stifel Financial
Missouri
$244K -$67.6K -2,676 -22%
PFA
40
Pinnacle Family Advisors
Missouri
$225K +$225K +8,896 New
DADC
41
D.A. Davidson & Co
Montana
$217K +$217K +8,577 New
NS
42
NBC Securities
Alabama
$199K -$9.21K -365 -4%
TSWM
43
Tyler-Stone Wealth Management
Ohio
$129K – – –
HI
44
Harbour Investments
Wisconsin
$67.1K -$237K -9,384 -78%
GWM
45
Geneos Wealth Management
Colorado
$49.5K +$2.05K +81 +4%
PS
46
Principal Securities
Iowa
$33.5K +$33.5K +1,325 New
RFG
47
REAP Financial Group
Texas
$24.2K +$24.2K +960 New
GRP
48
Global Retirement Partners
California
$22.2K -$139K -5,712 -86%
AssetMark Inc
49
AssetMark Inc
California
$17.6K -$531K -21,027 -97%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$17.5K +$16.5K +652 +1,630%
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