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First Trust Nasdaq Bank ETF

88 hedge funds and large institutions have $135M invested in First Trust Nasdaq Bank ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

200% more capital invested

Capital invested by funds: $45.1M → $135M (+$90.3M)

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

47% more funds holding

Funds holding: 6088 (+28)

44.61% more ownership

Funds ownership: 41.31%85.92% (+45%)

Holders
88
Holders Change
+28
Holders Change %
+46.67%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
24
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$959K +$967K +30,141 New
PWM
27
Puff Wealth Management
New Jersey
$958K +$966K +30,118 New
BEI
28
Benjamin Edwards Inc
Missouri
$889K +$897K +27,956 New
AI
29
Atria Investments
North Carolina
$863K +$871K +27,135 New
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$856K +$864K +26,921 New
BCI
31
Brinker Capital Investments
Pennsylvania
$837K +$844K +26,298 New
OPS
32
Orion Portfolio Solutions
Nebraska
$837K +$844K +26,298 New
OFS
33
OneAscent Financial Services
Alabama
$650K +$656K +20,448 New
PAS
34
Park Avenue Securities
New York
$642K +$647K +20,177 New
Goldman Sachs
35
Goldman Sachs
New York
$639K -$347K -10,811 -35%
AWS
36
Atria Wealth Solutions
New York
$551K +$556K +17,326 New
Osaic Holdings
37
Osaic Holdings
Arizona
$524K +$51.8K +1,615 +11%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$510K +$20.5K +638 +4%
DC
39
Davenport & Co
Virginia
$497K +$501K +15,623 New
MML Investors Services
40
MML Investors Services
Massachusetts
$495K +$499K +15,565 New
EH
41
Equitable Holdings
New York
$481K
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$453K +$457K +14,229 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$329K -$63.7K -1,984 -16%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$326K -$926K -28,865 -74%
HI
45
Harbour Investments
Wisconsin
$320K +$223K +6,940 +223%
SA
46
Sanctuary Advisors
Indiana
$317K +$296K +9,228 New
Jane Street
47
Jane Street
New York
$268K -$28.8K -899 -10%
DADC
48
D.A. Davidson & Co
Montana
$259K
HAS
49
HBW Advisory Services
California
$248K +$11.1K +345 +5%
IAIM
50
International Assets Investment Management
Florida
$238K +$241K +7,505 New

FTXO Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q4 2024, worth a combined $135M — up 200% from $45.1M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FTXO positions and 7 closed out — a net gain of 30 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was Susquehanna International Group, cutting an estimated $926K.

  • 88 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q4 2024, up from 60 in Q3 2024.
  • Funds reported $135M of First Trust Nasdaq Bank ETF stock for Q4 2024, up 200% quarter-over-quarter.
  • 37 funds opened new First Trust Nasdaq Bank ETF positions in Q4 2024 and 7 closed out, a net change of +30 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q4 2024 was Morgan Stanley, an estimated $14.2M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q4 2024 was Susquehanna International Group, an estimated $926K sold.

Based on aggregated 13F filings for Q4 2024.