We are live on ! Find out more
FTXO icon

First Trust Nasdaq Bank ETF

60 hedge funds and large institutions have $45.1M invested in First Trust Nasdaq Bank ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 5860 (+2)

0% more capital invested

Capital invested by funds: $44.9M → $45.1M (+$154K)

3.78% less ownership

Funds ownership: 45.1%41.31% (-3.8%)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$271K +$265K +9,334 New
HF
27
HRT Financial
New York
$239K +$234K +8,225 New
DADC
28
D.A. Davidson & Co
Montana
$237K +$17.1K +600 +8%
TSWM
29
Tyler-Stone Wealth Management
Ohio
$229K +$90.7K +3,193 +68%
HAS
30
HBW Advisory Services
California
$217K -$907K -31,910 -81%
SG
31
StoneX Group
New York
$212K +$207K +7,283 New
NS
32
NBC Securities
Alabama
$200K -$20.5K -722 -9%
CAS
33
Coppell Advisory Solutions
Texas
$112K
HI
34
Harbour Investments
Wisconsin
$90.5K -$30.9K -1,087 -26%
CFD
35
Creative Financial Designs
Indiana
$89.1K -$6.51K -229 -7%
PS
36
Principal Securities
Iowa
$40.9K +$2.36K +83 +6%
LFG
37
Larson Financial Group
Missouri
$38.9K +$28 +1 +0.1%
GWM
38
Geneos Wealth Management
Colorado
$35.2K -$3.98K -140 -10%
GRP
39
Global Retirement Partners
California
$20.4K
FHA
40
First Horizon Advisors
Tennessee
$19.7K
TSMHT
41
Thurston Springer Miller Herd & Titak
Indiana
$17.9K +$17.5K +615 New
EWM
42
EPG Wealth Management
Georgia
$16.1K +$15.7K +552 New
GWSG
43
GPS Wealth Strategies Group
Colorado
$15.4K
AssetMark Inc
44
AssetMark Inc
California
$13.3K -$3.21K -113 -20%
WP
45
WealthShield Partners
North Carolina
$12.8K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$10K +$1.05K +37 +11%
WSFS
47
Wilmington Savings Fund Society
Delaware
$6.02K +$5.88K +207 New
TFA
48
Transamerica Financial Advisors
Florida
$5K
CA
49
Continuum Advisory
Idaho
$4.53K
RIA
50
Realta Investment Advisors
Delaware
$4.19K -$1.17K -41 -23%

FTXO Hedge Fund Activity: Q3 2024 in Review

60 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q3 2024, worth a combined $45.1M — up 0.34% from $44.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FTXO positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $276K. The largest seller was Secure Asset Management, cutting an estimated $1.37M.

  • 60 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q3 2024, up from 58 in Q2 2024.
  • Funds reported $45.1M of First Trust Nasdaq Bank ETF stock for Q3 2024, up 0.34% quarter-over-quarter.
  • 7 funds opened new First Trust Nasdaq Bank ETF positions in Q3 2024 and 5 closed out, a net change of +2 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q3 2024 was Citadel Advisors, an estimated $276K added.
  • The largest First Trust Nasdaq Bank ETF seller in Q3 2024 was Secure Asset Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2024.