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First Trust Nasdaq Bank ETF
FTXO

61 hedge funds and large institutions have $975M invested in First Trust Nasdaq Bank ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more capital invested

Capital invested by funds: $958M → $975M (+$17.2M)

0% more funds holding

Funds holding: 61 → 61 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.25% less ownership

Funds ownership: 91.9% → 89.65% (-2.2%)

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
33
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.72M
2
Bank of America
Bank of America
North Carolina
+$2.46M
3
AG
Advisor Group
Arizona
+$969K
4
HFS
HL Financial Services
Kentucky
+$835K
5
Wells Fargo
Wells Fargo
California
+$774K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$28.4M
2
MML Investors Services
MML Investors Services
Massachusetts
-$10.6M
3
EWA
EP Wealth Advisors
California
-$1.62M
4
PAG
Private Advisory Group
Washington
-$725K
5
RJA
Raymond James & Associates
Florida
-$546K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$266K +$254K +9,649 New
WS
52
Wedbush Securities
California
$215K – – –
HIIFS
53
Harel Insurance Investments & Financial Services
Israel
$209K +$199K +7,560 New
GWM
54
Geneos Wealth Management
Colorado
$178K -$80.3K -3,050 -32%
IA
55
IFP Advisors
Florida
$168K – – –
FANJ
56
Financial Architects (New Jersey)
New Jersey
$59K -$1.74K -66 -3%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$21K +$79 +3 +0.4%
CFD
58
Creative Financial Designs
Indiana
$18K – – –
WEC
59
Winslow Evans & Crocker
Massachusetts
$10.5K +$10K +380 New
NFG
60
Next Financial Group
Texas
$8K +$4.87K +185 +185%
MA
61
MCF Advisors
Kentucky
$4K – – –
PAG
62
Private Advisory Group
Washington
– -$725K -27,408 Closed
KA
63
Kovack Advisors
Florida
– -$207K -7,838 Closed
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
– -$48K -1,797 Closed
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$4K -141 Closed
1 2
3

FTXO Hedge Fund Activity: Q3 2017 in Review

61 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q3 2017, worth a combined $975M — up 1.8% from $958M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FTXO positions and 4 closed out — a net gain of 1 holder — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.72M. The largest seller was First Trust Advisors, cutting an estimated $28.4M.

  • 61 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $975M of First Trust Nasdaq Bank ETF stock for Q3 2017, up 1.8% quarter-over-quarter.
  • 5 funds opened new First Trust Nasdaq Bank ETF positions in Q3 2017 and 4 closed out, a net change of +1 holder.
  • The largest First Trust Nasdaq Bank ETF buyer in Q3 2017 was Morgan Stanley, an estimated $6.72M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q3 2017 was First Trust Advisors, an estimated $28.4M sold.

Based on aggregated 13F filings for Q3 2017.