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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

73 hedge funds and large institutions have $147M invested in First Trust Nasdaq Bank ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+28
Holders Change %
+62.22%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
22
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.1M
3
Bank of America
3
Bank of America
North Carolina
$17.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.84M
5
CWM
5
Concentrum Wealth Management
California
$3.13M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$5.04M
2
HAS
2
HBW Advisory Services
California
$0
3
Millennium Management
3
Millennium Management
New York
$1.48M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$568K
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
51
Benjamin Edwards Inc
Missouri
$54K -$9.41K -303 -15%
US Bancorp
52
US Bancorp
Minnesota
$50K – – –
GWM
53
Geneos Wealth Management
Colorado
$49K -$14.2K -450 -23%
APA
54
American Portfolios Advisors
New York
$38.6K +$250 +8 +0.7%
AWM
55
Avior Wealth Management
Nebraska
$36K +$36K +1,170 New
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$26K – – –
EP
57
Eudaimonia Partners
Tennessee
$24K +$24K +762 New
TWM
58
Tradition Wealth Management
Minnesota
$18K – – –
S
59
SignatureFD
Georgia
$16K +$16K +500 New
GWSG
60
GPS Wealth Strategies Group
Colorado
$16K +$16K +530 New
WP
61
WealthShield Partners
North Carolina
$14K +$14K +440 New
FHA
62
First Horizon Advisors
Tennessee
$14K +$14K +467 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$13K +$32 +1 +0.2%
CFD
64
Creative Financial Designs
Indiana
$12K +$12K +390 New
SFS
65
Sowell Financial Services
Arkansas
$5K +$5K +148 New
WWM
66
Wagner Wealth Management
South Carolina
$4K -$2.85K -99 -42%
LAS
67
Lloyd Advisory Services
Georgia
$3K -$424 -13 -12%
GI
68
Gradient Investments
Minnesota
$3K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
TFA
70
Transamerica Financial Advisors
Florida
$2K – – –
NFG
71
Next Financial Group
Texas
$2K – – –
TAM
72
Tucker Asset Management
Colorado
$936 – – –
HAS
73
HBW Advisory Services
California
– -$760K -31,986 Closed
SS
74
Simplicity Solutions
Minnesota
– -$319K -13,422 Closed
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