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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

88 hedge funds and large institutions have $124M invested in First Trust Nasdaq Bank ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.41M
3
SAM
3
Secure Asset Management
Michigan
$2.25M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.03M
5
KAS
5
Kestra Advisory Services
Texas
$1.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.7M
3
UBS Group
3
UBS Group
Switzerland
$5.23M
4
TRCT
4
Tower Research Capital (TRC)
New York
$96K
5
IA
5
IFP Advisors
Florida
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$204K +$87.1K +3,326 +75%
TSWM
52
Tyler-Stone Wealth Management
Ohio
$152K +$104 +4 +0.1%
MIM
53
MTM Investment Management
South Carolina
$123K – – –
TRCT
54
Tower Research Capital (TRC)
New York
$96K -$1.53M -58,842 -94%
CFD
55
Creative Financial Designs
Indiana
$79.5K +$41.1K +1,570 +107%
BEI
56
Benjamin Edwards Inc
Missouri
$76K +$27.8K +1,066 +58%
AWM
57
Accel Wealth Management
Iowa
$66K +$603 +23 +0.9%
SPIA
58
Steward Partners Investment Advisory
New York
$53.6K +$47K +1,795 +718%
HAS
59
HBW Advisory Services
California
$48K +$3.53K +1,352 +8%
GWM
60
Geneos Wealth Management
Colorado
$46.4K +$10.5K +402 +29%
SWM
61
Spire Wealth Management
Virginia
$31K +$17K +640 +121%
BAM
62
Belpointe Asset Management
Nevada
$28.4K +$28.4K +1,084 New
GRP
63
Global Retirement Partners
California
$27.5K +$550 +21 +2%
MCC
64
Money Concepts Capital
Florida
$26.9K -$6.94K -265 -21%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$26K +$26K +984 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$25K +$25K +955 New
TAM
67
Tucker Asset Management
Colorado
$19.9K +$785 +30 +4%
CAL
68
Capital Analysts LLC
Pennsylvania
$19K +$19K +730 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$17.3K – – –
LFG
70
Larson Financial Group
Missouri
$15.9K -$10.6K -406 -40%
NA
71
NewEdge Advisors
Louisiana
$15.3K +$10.3K +33,634 +205%
TWM
72
Tradition Wealth Management
Minnesota
$15K – – –
EWM
73
EPG Wealth Management
Georgia
$13.7K +$131 +5 +1%
FHA
74
First Horizon Advisors
Tennessee
$9.17K – – –
RIA
75
Realta Investment Advisors
Delaware
$8.8K – – –
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