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First Trust Nasdaq Bank ETF

77 hedge funds and large institutions have $1.08B invested in First Trust Nasdaq Bank ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

26% more funds holding

Funds holding: 6177 (+16)

10% more capital invested

Capital invested by funds: $975M → $1.08B (+$101M)

3.02% more ownership

Funds ownership: 89.65%92.67% (+3%)

Holders
77
Holders Change
+16
Holders Change %
+26.23%
% of All Funds
1.75%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
19
Increased
35
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$447K +$157K +5,562 +58%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$431K -$70.2K -2,479 -14%
FAIM
53
Financial Advocates Investment Management
Washington
$392K +$377K +13,338 New
HIIFS
54
Harel Insurance Investments & Financial Services
Israel
$327K +$101K +3,580 +47%
CWM
55
Cornerstone Wealth Management
Missouri
$325K +$12K +423 +4%
HCIA
56
Hochman Cole Investment Advisors
Illinois
$295K +$5.26K +186 +2%
RIA
57
Regal Investment Advisors
Michigan
$282K +$272K +9,596 New
SI
58
Stephens Inc
Arkansas
$236K -$49.4K -1,745 -18%
KA
59
Kovack Advisors
Florida
$224K +$216K +7,641 New
GWM
60
Geneos Wealth Management
Colorado
$189K
IA
61
IFP Advisors
Florida
$172K -$6.34K -224 -4%
JCM
62
Jacobi Capital Management
Pennsylvania
$82K +$78.1K +2,759 New
FANJ
63
Financial Architects (New Jersey)
New Jersey
$63K
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$54K +$51.9K +1,834 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$50K +$26.6K +940 +121%
AF
66
Advisornet Financial
Minnesota
$39K +$37.2K +1,315 New
BTIS
67
BB&T Investment Services
North Carolina
$33K +$31.8K +1,123 New
CFD
68
Creative Financial Designs
Indiana
$19K
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K +$17K +602 New
SWP
70
Stratos Wealth Partners
Ohio
$14K +$13.8K +488 New
LA
71
Legacy Advisors
Pennsylvania
$14K +$14.3K +505 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12.4K +437 New
WEC
73
Winslow Evans & Crocker
Massachusetts
$11.2K
APA
74
American Portfolios Advisors
New York
$10.3K +$9.9K +350 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$8K +$7.73K +273 New

FTXO Hedge Fund Activity: Q4 2017 in Review

77 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q4 2017, worth a combined $1.08B — up 10% from $975M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FTXO positions and 3 closed out — a net gain of 16 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $18.9M. The largest seller was Bank of America, cutting an estimated $7.19M.

  • 77 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q4 2017, up from 61 in Q3 2017.
  • Funds reported $1.08B of First Trust Nasdaq Bank ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 19 funds opened new First Trust Nasdaq Bank ETF positions in Q4 2017 and 3 closed out, a net change of +16 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q4 2017 was First Trust Advisors, an estimated $18.9M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q4 2017 was Bank of America, an estimated $7.19M sold.

Based on aggregated 13F filings for Q4 2017.