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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

76 hedge funds and large institutions have $79.8M invested in First Trust Nasdaq Bank ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 16 closing their positions.

Holders
76
Holders Change
-7
Holders Change %
-8.43%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
32
Closed
16
Calls
–
Puts
$1.26M
Net Calls
-$1.26M
Net Calls Change
-$1.26M

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$2.68M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$828K
3
FTUS
3
Flow Traders U.S.
New York
$438K
4
Citadel Advisors
4
Citadel Advisors
Florida
$941K
5
EH
5
Equitable Holdings
New York
$397K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.33M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.67M
3
SPC
3
Sigma Planning Corp
Michigan
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
51
MTM Investment Management
South Carolina
$91.1K – – –
AWM
52
Avior Wealth Management
Nebraska
$86K -$170K -7,992 -66%
CFGS
53
Concourse Financial Group Securities
Alabama
$58.2K -$38.1K -1,795 -40%
BEI
54
Benjamin Edwards Inc
Missouri
$44K +$1.68K +79 +4%
GWM
55
Geneos Wealth Management
Colorado
$38.5K +$9.21K +434 +31%
GRP
56
Global Retirement Partners
California
$26.4K +$1.55K +73 +6%
ACA
57
Aptus Capital Advisors
Alabama
$18.5K – – –
CIAS
58
Capital Investment Advisory Services
North Carolina
$15.1K – – –
FHA
59
First Horizon Advisors
Tennessee
$14.3K +$6.92K +326 +93%
LFG
60
Larson Financial Group
Missouri
$13.1K +$149 +7 +1%
TWM
61
Tradition Wealth Management
Minnesota
$12K – – –
EWM
62
EPG Wealth Management
Georgia
$11.3K +$148 +7 +1%
SWM
63
Spire Wealth Management
Virginia
$11.3K -$467 -22 -4%
GWSG
64
GPS Wealth Strategies Group
Colorado
$11.2K – – –
SS
65
Sunbelt Securities
Texas
$9.57K +$170 +8 +2%
WP
66
WealthShield Partners
North Carolina
$9.34K – – –
RIA
67
Realta Investment Advisors
Delaware
$7.13K +$7.13K +336 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$5.98K -$5.98K -270 -50%
TFA
69
Transamerica Financial Advisors
Florida
$4K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$3.18K -$2.12K -100 -40%
TAM
71
Tucker Asset Management
Colorado
$2.97K -$14.4K -678 -83%
GWANC
72
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.55K – – –
WWM
73
Wagner Wealth Management
South Carolina
$2.48K -$127 -6 -5%
KFI
74
Key Financial Inc
Pennsylvania
$1.74K – – –
SIS
75
Sound Income Strategies
Florida
$1.65K +$1.65K +77 New
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