We are live on ! Find out more
FTXO icon

First Trust Nasdaq Bank ETF
FTXO

95 hedge funds and large institutions have $229M invested in First Trust Nasdaq Bank ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

30% more capital invested

Capital invested by funds: $176M → $229M (+$53.4M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 94 → 95 (+1)

0.81% more ownership

Funds ownership: 64.03% → 64.84% (+0.81%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
53
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$14.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.7M
3
QAM
Q3 Asset Management
Michigan
+$8.14M
4
Morgan Stanley
Morgan Stanley
New York
+$5.71M
5
MWM
MinichMacGregor Wealth Management
New York
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
BIM
Bullseye Investment Management
Ohio
-$2.45M
2
GIA
Gladstone Institutional Advisory
Florida
-$2.11M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.44M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
51
Moors & Cabot
Massachusetts
$322K +$50K +1,460 +17%
IA
52
IFG Advisory
Georgia
$299K +$68.2K +1,993 +27%
JWCA
53
J.W. Cole Advisors
Florida
$293K +$315K +9,220 New
RIA
54
Regal Investment Advisors
Michigan
$263K +$18.1K +528 +7%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$249K +$58.1K +1,697 +28%
SCFS
56
S.C. Financial Services
Arizona
$238K +$1.47K +43 +0.6%
RAM
57
Riggs Asset Management
Pennsylvania
$223K – – –
PA
58
PFG Advisors
Arizona
$218K +$19.1K +559 +9%
TRCT
59
Tower Research Capital (TRC)
New York
$212K +$229K +6,679 New
TSWM
60
Tyler-Stone Wealth Management
Ohio
$185K +$68 +2 +0%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$176K – – –
MIM
62
MTM Investment Management
South Carolina
$149K – – –
HWM
63
Holloway Wealth Management
Florida
$118K – – –
CFGS
64
Concourse Financial Group Securities
Alabama
$112K -$312K -9,133 -72%
CCM
65
Covington Capital Management
California
$94K – – –
AWM
66
Accel Wealth Management
Iowa
$77K +$3.73K +109 +5%
BEI
67
Benjamin Edwards Inc
Missouri
$61K +$1.37K +40 +2%
GWM
68
Geneos Wealth Management
Colorado
$55K -$10.9K -320 -16%
US Bancorp
69
US Bancorp
Minnesota
$51K – – –
APA
70
American Portfolios Advisors
New York
$42.2K +$8.69K +254 +24%
CFD
71
Creative Financial Designs
Indiana
$39K +$8.55K +250 +26%
GRP
72
Global Retirement Partners
California
$28K +$34.6K +1,011 New
LFG
73
Larson Financial Group
Missouri
$26K +$103 +3 +0.4%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$24K +$26.3K +769 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$21K – – –
1 2
3
4 5

FTXO Hedge Fund Activity: Q1 2022 in Review

95 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q1 2022, worth a combined $229M — up 30% from $176M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTXO positions and 11 closed out — a net gain of 3 holders — while 53 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.4M. The largest seller was Bullseye Investment Management, cutting an estimated $2.45M.

  • 95 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q1 2022, up from 94 in Q4 2021.
  • Funds reported $229M of First Trust Nasdaq Bank ETF stock for Q1 2022, up 30% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Bank ETF positions in Q1 2022 and 11 closed out, a net change of +3 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q1 2022 was Wells Fargo, an estimated $14.4M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q1 2022 was Bullseye Investment Management, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2022.