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First Trust Nasdaq Bank ETF

98 hedge funds and large institutions have $157M invested in First Trust Nasdaq Bank ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

2% more funds holding

Funds holding: 9698 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $158M → $157M (-$822K)

2.75% less ownership

Funds ownership: 70.16%67.41% (-2.7%)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% 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
14
Increased
35
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.21M -$18.8K -623 -2%
AWM
27
AE Wealth Management
Kansas
$1.19M -$264K -8,762 -20%
IWM
28
Iams Wealth Management
Nebraska
$1.18M -$42.4K -1,407 -4%
SCA
29
Snowden Capital Advisors
New York
$1.09M -$68K -2,259 -6%
AI
30
Atria Investments
North Carolina
$1.03M +$82.6K +2,744 +10%
GWP
31
Gateway Wealth Partners
Wisconsin
$950K -$23.7K -786 -3%
PWM
32
Puff Wealth Management
New Jersey
$940K -$111K -3,683 -11%
BCI
33
Brinker Capital Investments
Pennsylvania
$863K -$9.3K -309 -1%
Stifel Financial
34
Stifel Financial
Missouri
$851K -$123K -4,081 -14%
NA
35
NewEdge Advisors
Louisiana
$790K +$85.5K +2,841 +13%
OFS
36
OneAscent Financial Services
Alabama
$775K +$49.1K +1,631 +7%
Goldman Sachs
37
Goldman Sachs
New York
$754K +$81.9K +2,721 +14%
EW
38
Element Wealth
Mississippi
$724K +$659K +21,905 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$651K +$85K +2,824 +17%
CAS
40
Coppell Advisory Solutions
Texas
$624K -$450K -14,936 -44%
NW
41
NewEdge Wealth
Pennsylvania
$614K -$13.5K -448 -2%
DADC
42
D.A. Davidson & Co
Montana
$584K +$4.52K +150 +0.9%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$562K -$249K -8,259 -33%
AAS
44
Avantax Advisory Services
Texas
$514K +$469K +15,563 New
Citadel Advisors
45
Citadel Advisors
Florida
$444K +$405K +13,443 New
TRCT
46
Tower Research Capital (TRC)
New York
$443K +$346K +11,490 +603%
EH
47
Equitable Holdings
New York
$433K -$54.1K -1,798 -12%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$409K -$51.1K -1,699 -13%
AWS
49
Atria Wealth Solutions
New York
$407K -$111K -3,680 -23%
MML Investors Services
50
MML Investors Services
Massachusetts
$396K -$89K -2,955 -20%

FTXO Hedge Fund Activity: Q2 2025 in Review

98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q2 2025, worth a combined $157M — down 0.52% from $158M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTXO positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.74M. The largest seller was Morgan Stanley, cutting an estimated $9.11M.

  • 98 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q2 2025, up from 96 in Q1 2025.
  • Funds reported $157M of First Trust Nasdaq Bank ETF stock for Q2 2025, down 0.52% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Bank ETF positions in Q2 2025 and 11 closed out, a net change of +3 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q2 2025 was LPL Financial, an estimated $2.74M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q2 2025 was Morgan Stanley, an estimated $9.11M sold.

Based on aggregated 13F filings for Q2 2025.