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First Trust Nasdaq Bank ETF
FTXO

60 hedge funds and large institutions have $45.1M invested in First Trust Nasdaq Bank ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 58 → 60 (+2)

0% more capital invested

Capital invested by funds: $44.9M → $45.1M (+$154K)

3.78% less ownership

Funds ownership: 45.1% → 41.31% (-3.8%)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$276K
2
Jane Street
Jane Street
New York
+$265K
3
LPL Financial
LPL Financial
California
+$260K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$235K
5
HF
HRT Financial
New York
+$234K

Top Sellers

Rank Fund Capital Flow
1
SAM
Secure Asset Management
Michigan
-$1.37M
2
Wells Fargo
Wells Fargo
California
-$975K
3
HAS
HBW Advisory Services
California
-$907K
4
Morgan Stanley
Morgan Stanley
New York
-$682K
5
Osaic Holdings
Osaic Holdings
Arizona
-$625K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$2.91K – – –
HNB
52
Huntington National Bank
Ohio
$2.91K – – –
KFI
53
Key Financial Inc
Pennsylvania
$2.38K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.6K – – –
SWM
55
Spire Wealth Management
Virginia
$1.46K – – –
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$1.34K – – –
JP Morgan Chase
57
JP Morgan Chase
New York
$1.31K +$1.28K +45 New
ACA
58
Aptus Capital Advisors
Alabama
$1.16K – – –
GWANC
59
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.16K – – –
CA
60
CoreCap Advisors
Michigan
$1.1K – – –
CIAS
61
Capital Investment Advisory Services
North Carolina
$174 – – –
SIS
62
Sound Income Strategies
Florida
$3 – – –
Ameriprise
63
Ameriprise
Minnesota
– -$374K -14,110 Closed
IAIM
64
International Assets Investment Management
Florida
– -$97.6K -3,676 Closed
ATPW
65
Ashton Thomas Private Wealth
Arizona
– -$48.1K -1,811 Closed
CTC
66
Central Trust Company
Missouri
– -$5.52K -208 Closed
AWM
67
Avior Wealth Management
Nebraska
– -$132 -5 Closed
1 2
3

FTXO Hedge Fund Activity: Q3 2024 in Review

60 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q3 2024, worth a combined $45.1M — up 0.34% from $44.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FTXO positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $276K. The largest seller was Secure Asset Management, cutting an estimated $1.37M.

  • 60 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q3 2024, up from 58 in Q2 2024.
  • Funds reported $45.1M of First Trust Nasdaq Bank ETF stock for Q3 2024, up 0.34% quarter-over-quarter.
  • 7 funds opened new First Trust Nasdaq Bank ETF positions in Q3 2024 and 5 closed out, a net change of +2 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q3 2024 was Citadel Advisors, an estimated $276K added.
  • The largest First Trust Nasdaq Bank ETF seller in Q3 2024 was Secure Asset Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2024.