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First Trust Nasdaq Bank ETF

95 hedge funds and large institutions have $150M invested in First Trust Nasdaq Bank ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
33
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
26
AE Wealth Management
Kansas
$1.19M -$289K -8,762 -20%
IWM
27
Iams Wealth Management
Nebraska
$1.18M -$46.5K -1,407 -4%
SCA
28
Snowden Capital Advisors
New York
$1.09M -$74.6K -2,259 -6%
AI
29
Atria Investments
North Carolina
$1.03M +$90.6K +2,744 +10%
GWP
30
Gateway Wealth Partners
Wisconsin
$950K -$26K -786 -3%
PWM
31
Puff Wealth Management
New Jersey
$940K -$122K -3,683 -11%
BCI
32
Brinker Capital Investments
Pennsylvania
$863K -$10.2K -309 -1%
Stifel Financial
33
Stifel Financial
Missouri
$851K -$135K -4,081 -14%
NA
34
NewEdge Advisors
Louisiana
$790K +$93.8K +2,841 +13%
OFS
35
OneAscent Financial Services
Alabama
$775K +$53.8K +1,631 +7%
Goldman Sachs
36
Goldman Sachs
New York
$754K +$89.9K +2,721 +14%
EW
37
Element Wealth
Mississippi
$724K +$724K +21,905 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$651K +$93.2K +2,824 +17%
CAS
39
Coppell Advisory Solutions
Texas
$624K -$491K -14,936 -44%
NW
40
NewEdge Wealth
Pennsylvania
$614K -$14.7K -448 -2%
DADC
41
D.A. Davidson & Co
Montana
$584K +$4.95K +150 +0.9%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$562K -$273K -8,259 -33%
AAS
43
Avantax Advisory Services
Texas
$514K +$514K +15,563 New
Citadel Advisors
44
Citadel Advisors
Florida
$444K +$444K +13,443 New
TRCT
45
Tower Research Capital (TRC)
New York
$443K +$380K +11,490 +603%
EH
46
Equitable Holdings
New York
$433K -$59.4K -1,798 -12%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$409K -$59K -1,699 -13%
AWS
48
Atria Wealth Solutions
New York
$407K -$122K -3,680 -23%
MML Investors Services
49
MML Investors Services
Massachusetts
$396K -$97.5K -2,955 -20%
HI
50
Harbour Investments
Wisconsin
$355K +$16.2K +491 +5%