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First Trust Nasdaq Bank ETF

96 hedge funds and large institutions have $158M invested in First Trust Nasdaq Bank ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $135M → $158M (+$22.5M)

9% more funds holding

Funds holding: 8896 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15.76% less ownership

Funds ownership: 85.92%70.16% (-16%)

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
37
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.08M +$621K +19,156 +116%
SCA
27
Snowden Capital Advisors
New York
$1.07M +$1.14M +35,201 New
CAS
28
Coppell Advisory Solutions
Texas
$991K -$1.2M -36,961 -52%
PWM
29
Puff Wealth Management
New Jersey
$977K +$65.8K +2,030 +7%
WIA
30
World Investment Advisors
California
$952K +$1.01M +31,308 New
Stifel Financial
31
Stifel Financial
Missouri
$907K -$9.69K -299 -1%
GWP
32
Gateway Wealth Partners
Wisconsin
$898K +$957K +29,536 New
AI
33
Atria Investments
North Carolina
$863K +$40.7K +1,255 +5%
BCI
34
Brinker Capital Investments
Pennsylvania
$803K +$4.08K +126 +0.5%
OPS
35
Orion Portfolio Solutions
Nebraska
$803K +$4.08K +126 +0.5%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$768K -$53.8K -1,659 -6%
OFS
37
OneAscent Financial Services
Alabama
$664K +$45.3K +1,398 +7%
NA
38
NewEdge Advisors
Louisiana
$641K +$606K +18,691 +784%
PAS
39
Park Avenue Securities
New York
$624K +$11K +340 +2%
PAG
40
Private Advisory Group
Washington
$617K +$657K +20,285 New
Goldman Sachs
41
Goldman Sachs
New York
$611K
NW
42
NewEdge Wealth
Pennsylvania
$584K +$623K +19,220 New
DADC
43
D.A. Davidson & Co
Montana
$533K +$304K +9,374 +115%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$514K +$27.5K +849 +5%
AWS
45
Atria Wealth Solutions
New York
$487K -$42.6K -1,314 -8%
MML Investors Services
46
MML Investors Services
Massachusetts
$455K -$19.7K -608 -4%
EH
47
Equitable Holdings
New York
$454K -$6.42K -198 -1%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$410K -$24.3K -749 -5%
VCM
49
Virtue Capital Management
Tennessee
$318K +$340K +10,500 New
Baird Financial Group
50
Baird Financial Group
Wisconsin
$314K -$907 -28 -0.3%

FTXO Hedge Fund Activity: Q1 2025 in Review

96 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q1 2025, worth a combined $158M — up 17% from $135M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTXO positions and 11 closed out — a net gain of 9 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Secure Asset Management, exiting entirely with an estimated $7.29M sold.

  • 96 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q1 2025, up from 88 in Q4 2024.
  • Funds reported $158M of First Trust Nasdaq Bank ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 20 funds opened new First Trust Nasdaq Bank ETF positions in Q1 2025 and 11 closed out, a net change of +9 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.1M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q1 2025 was Secure Asset Management, an estimated $7.29M sold.

Based on aggregated 13F filings for Q1 2025.