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First Trust Nasdaq Bank ETF

86 hedge funds and large institutions have $1.15B invested in First Trust Nasdaq Bank ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1.82% more ownership

Funds ownership: 85.71%87.53% (+1.8%)

2% more capital invested

Capital invested by funds: $1.13B → $1.15B (+$20.8M)

0% more funds holding

Funds holding: 8686 (0)

Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
50
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$645K +$294K +9,842 +77%
SG
52
StoneX Group
New York
$595K +$80K +2,682 +15%
TRCT
53
Tower Research Capital (TRC)
New York
$546K +$572K +19,159 New
FAIM
54
Financial Advocates Investment Management
Washington
$514K +$147K +4,911 +38%
UCFA
55
United Capital Financial Advisors
Texas
$431K -$41.4K -1,386 -8%
IA
56
IFP Advisors
Florida
$369K +$212K +7,101 +121%
RCG
57
Ruggie Capital Group
Florida
$369K +$386K +12,938 New
RIA
58
Regal Investment Advisors
Michigan
$328K -$108K -3,623 -24%
WA
59
WESPAC Advisors
California
$321K +$336K +11,256 New
WS
60
Wedbush Securities
California
$299K -$58.2K -1,950 -16%
HCIA
61
Hochman Cole Investment Advisors
Illinois
$286K
M&T Bank
62
M&T Bank
New York
$264K +$47.3K +1,586 +21%
BRWA
63
B. Riley Wealth Advisors
Florida
$249K +$24.9K +835 +11%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$243K +$191K +6,399 +301%
GFPC
65
Global Financial Private Capital
Florida
$233K +$26.5K +889 +12%
KA
66
Kovack Advisors
Florida
$218K
VF
67
Virtu Financial
New York
$209K +$219K +7,343 New
CAN
68
Cetera Advisor Networks
California
$205K +$212K +7,095 New
JIP
69
Jaffetilchin Investment Partners
Florida
$203K +$298 +10 +0.1%
JCM
70
Jacobi Capital Management
Pennsylvania
$123K +$23.1K +773 +22%
GWM
71
Geneos Wealth Management
Colorado
$112K -$89.3K -2,991 -43%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$69K
AF
73
Advisornet Financial
Minnesota
$37K
WP
74
WealthShield Partners
North Carolina
$23K
PCA
75
Peddock Capital Advisors
Massachusetts
$21K +$22.2K +744 New

FTXO Hedge Fund Activity: Q2 2018 in Review

86 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q2 2018, worth a combined $1.15B — up 1.8% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTXO positions and 12 closed out — a net gain of 2 holders — while 50 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $20M. The largest seller was First Heartland Consultants, exiting entirely with an estimated $2.36M sold.

  • 86 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $1.15B of First Trust Nasdaq Bank ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Bank ETF positions in Q2 2018 and 12 closed out, a net change of +2 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q2 2018 was Raymond James Financial Services Advisors, an estimated $20M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q2 2018 was First Heartland Consultants, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2018.