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First Trust Nasdaq Bank ETF
FTXO

94 hedge funds and large institutions have $176M invested in First Trust Nasdaq Bank ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

238% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 13

27% more funds holding

Funds holding: 74 → 94 (+20)

24% more capital invested

Capital invested by funds: $142M → $176M (+$33.9M)

2.01% more ownership

Funds ownership: 62.02% → 64.03% (+2%)

Holders
94
Holders Change
+20
Holders Change %
+27.03%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
44
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.09M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.81M
4
LPL Financial
LPL Financial
California
+$2.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$789K
2
CA
Cetera Advisors
Colorado
-$488K
3
FHC
First Heartland Consultants
Missouri
-$384K
4
GIA
Gladstone Institutional Advisory
Florida
-$325K
5
Truist Financial
Truist Financial
North Carolina
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
51
Pinnacle Family Advisors
Missouri
$238K +$34.5K +1,018 +16%
RAM
52
Riggs Asset Management
Pennsylvania
$230K +$237K +7,016 New
PA
53
PFG Advisors
Arizona
$207K +$214K +6,309 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$202K +$10.6K +313 +5%
TSWM
55
Tyler-Stone Wealth Management
Ohio
$191K +$197K +5,808 New
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$182K -$32.5K -960 -15%
MIM
57
MTM Investment Management
South Carolina
$154K – – –
HWM
58
Holloway Wealth Management
Florida
$136K – – –
CCM
59
Covington Capital Management
California
$97K – – –
AWM
60
Accel Wealth Management
Iowa
$77K +$440 +13 +0.6%
FPWM
61
FSB Premier Wealth Management
Iowa
$74K +$76.4K +2,257 New
GWM
62
Geneos Wealth Management
Colorado
$67K -$16.2K -478 -19%
BEI
63
Benjamin Edwards Inc
Missouri
$62K -$643 -19 -1%
US Bancorp
64
US Bancorp
Minnesota
$53K – – –
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$45K +$43.8K +1,293 +1,503%
APA
66
American Portfolios Advisors
New York
$35.3K +$508 +15 +1%
CFD
67
Creative Financial Designs
Indiana
$32K +$338 +10 +1%
NFG
68
Next Financial Group
Texas
$31K +$31.2K +923 +2,977%
LFG
69
Larson Financial Group
Missouri
$27K +$135 +4 +0.5%
AIM
70
Anchor Investment Management
South Carolina
$23K +$23.7K +700 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$22K – – –
ODG
72
O'Dell Group
Ohio
$21K +$22K +649 New
TWM
73
Tradition Wealth Management
Minnesota
$19K – – –
GWSG
74
GPS Wealth Strategies Group
Colorado
$17K – – –
EWM
75
EPG Wealth Management
Georgia
$17K +$68 +2 +0.4%
1 2
3
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FTXO Hedge Fund Activity: Q4 2021 in Review

94 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q4 2021, worth a combined $176M — up 24% from $142M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FTXO positions and 6 closed out — a net gain of 20 holders — while 44 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.33M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $789K sold.

  • 94 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q4 2021, up from 74 in Q3 2021.
  • Funds reported $176M of First Trust Nasdaq Bank ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 26 funds opened new First Trust Nasdaq Bank ETF positions in Q4 2021 and 6 closed out, a net change of +20 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q4 2021 was Morgan Stanley, an estimated $5.33M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q4 2021 was Flow Traders U.S., an estimated $789K sold.

Based on aggregated 13F filings for Q4 2021.