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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

83 hedge funds and large institutions have $96.6M invested in First Trust Nasdaq Bank ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
34
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.05M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.6M
4
SCA
4
Snowden Capital Advisors
New York
$1.69M
5
AAS
5
Avantax Advisory Services
Texas
$1.88M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.33M
2
Bank of America
2
Bank of America
North Carolina
$3.56M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$741K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.39M
5
NA
5
NewEdge Advisors
Louisiana
$153K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$153K -$911K -42,851 -86%
CFGS
52
Concourse Financial Group Securities
Alabama
$96.4K -$69K -3,244 -42%
MIM
53
MTM Investment Management
South Carolina
$91.2K -$8.29K -390 -8%
AWM
54
Accel Wealth Management
Iowa
$53.9K +$361 +17 +0.7%
BEI
55
Benjamin Edwards Inc
Missouri
$42K -$19.3K -916 -31%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$38.9K +$38.9K +1,829 New
GWM
57
Geneos Wealth Management
Colorado
$29.3K -$8.31K -391 -22%
GRP
58
Global Retirement Partners
California
$23.1K +$2.33K +118 +11%
ACA
59
Aptus Capital Advisors
Alabama
$18.5K +$15.9K +750 +625%
TAM
60
Tucker Asset Management
Colorado
$17.4K +$1.23K +58 +8%
BAM
61
Belpointe Asset Management
Nevada
$16.6K -$6.4K -301 -28%
CIAS
62
Capital Investment Advisory Services
North Carolina
$15.1K +$15.1K +711 New
LFG
63
Larson Financial Group
Missouri
$13K +$85 +4 +0.7%
TWM
64
Tradition Wealth Management
Minnesota
$12K – – –
AAS
65
Ameritas Advisory Services
Nebraska
$12K +$12K +560 New
SWM
66
Spire Wealth Management
Virginia
$11.8K -$13.1K -616 -53%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$11.5K +$5.55K +261 +94%
GWSG
68
GPS Wealth Strategies Group
Colorado
$11.3K +$11.3K +530 New
EWM
69
EPG Wealth Management
Georgia
$11.2K +$64 +3 +0.6%
WP
70
WealthShield Partners
North Carolina
$9.35K +$9.35K +440 New
SS
71
Sunbelt Securities
Texas
$9.32K +$9.32K +443 New
FHA
72
First Horizon Advisors
Tennessee
$7.44K – – –
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$7.02K -$7.06K -332 -50%
SPIA
74
Steward Partners Investment Advisory
New York
$5.32K -$38.2K -1,795 -88%
TFA
75
Transamerica Financial Advisors
Florida
$4K – – –
1 2
3
4