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First Trust Nasdaq Bank ETF

88 hedge funds and large institutions have $135M invested in First Trust Nasdaq Bank ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

200% more capital invested

Capital invested by funds: $45.1M → $135M (+$90.3M)

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

47% more funds holding

Funds holding: 6088 (+28)

44.61% more ownership

Funds ownership: 41.31%85.92% (+45%)

Holders
88
Holders Change
+28
Holders Change %
+46.67%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
24
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
51
Pursue Wealth Partners
California
$234K +$236K +7,361 New
CFGS
52
Concourse Financial Group Securities
Alabama
$156K +$148K +4,626 New
TRCT
53
Tower Research Capital (TRC)
New York
$143K -$327K -10,204 -69%
PS
54
Principal Securities
Iowa
$141K +$97.3K +3,034 +215%
CFD
55
Creative Financial Designs
Indiana
$97.7K +$289 +9 +0.3%
NA
56
NewEdge Advisors
Louisiana
$75.8K -$555K -17,287 -88%
TSMHT
57
Thurston Springer Miller Herd & Titak
Indiana
$75.2K +$56.1K +1,750 +285%
LFG
58
Larson Financial Group
Missouri
$51.9K +$9.46K +295 +22%
GWM
59
Geneos Wealth Management
Colorado
$38.6K
SAM
60
Sherman Asset Management
California
$27.7K +$27.9K +870 New
GRP
61
Global Retirement Partners
California
$23.8K +$1.51K +47 +7%
FHA
62
First Horizon Advisors
Tennessee
$21.5K
TWM
63
Topsail Wealth Management
North Carolina
$20.7K +$20.9K +650 New
SPIA
64
Steward Partners Investment Advisory
New York
$18.6K +$18.7K +584 New
EWM
65
EPG Wealth Management
Georgia
$17.7K +$128 +4 +0.7%
GWSG
66
GPS Wealth Strategies Group
Colorado
$16.9K
MCM
67
MAI Capital Management
Ohio
$14.6K +$14.8K +460 New
WP
68
WealthShield Partners
North Carolina
$14K
FWM
69
FLP Wealth Management
Arkansas
$13.1K +$13.2K +411 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$10K -$1.19K -37 -10%
US Bancorp
71
US Bancorp
Minnesota
$7.54K +$7.6K +237 New
WSFS
72
Wilmington Savings Fund Society
Delaware
$6.58K
TFA
73
Transamerica Financial Advisors
Florida
$5K
CA
74
Continuum Advisory
Idaho
$4.26K
AF
75
Advisornet Financial
Minnesota
$3.66K +$3.69K +115 New

FTXO Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q4 2024, worth a combined $135M — up 200% from $45.1M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FTXO positions and 7 closed out — a net gain of 30 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was Susquehanna International Group, cutting an estimated $926K.

  • 88 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q4 2024, up from 60 in Q3 2024.
  • Funds reported $135M of First Trust Nasdaq Bank ETF stock for Q4 2024, up 200% quarter-over-quarter.
  • 37 funds opened new First Trust Nasdaq Bank ETF positions in Q4 2024 and 7 closed out, a net change of +30 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q4 2024 was Morgan Stanley, an estimated $14.2M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q4 2024 was Susquehanna International Group, an estimated $926K sold.

Based on aggregated 13F filings for Q4 2024.