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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

94 hedge funds and large institutions have $157M invested in First Trust Nasdaq Bank ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
36
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$27.8M
2
LPL Financial
LPL Financial
California
$16M
3
UBS Group
UBS Group
Switzerland
$8.63M
4
Raymond James Financial
Raymond James Financial
Florida
$7.51M
5
Wells Fargo
Wells Fargo
California
$10.5M

Top Sellers

1
SAM
Secure Asset Management
Michigan
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.64M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
4
IAA
Independent Advisor Alliance
North Carolina
$0
5
CAS
Coppell Advisory Solutions
Texas
$991K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$312K +$6.66K +219 +2%
IAIM
52
International Assets Investment Management
Florida
$296K +$67.6K +2,223 +30%
RBWA
53
RFG - Bristol Wealth Advisors
Massachusetts
$284K +$284K +9,352 New
GVAG
54
Great Valley Advisor Group
Delaware
$277K +$277K +9,099 New
HAS
55
HBW Advisory Services
California
$227K -$10.5K -346 -4%
PWP
56
Pursue Wealth Partners
California
$224K – – –
RA
57
RFG Advisory
Alabama
$219K +$219K +7,206 New
OIA
58
OneDigital Investment Advisors
Kansas
$216K +$216K +7,106 New
SPC
59
Sigma Planning Corp
Michigan
$213K +$213K +6,993 New
BWA
60
BlueChip Wealth Advisors
Georgia
$206K +$206K +6,764 New
PS
61
Principal Securities
Iowa
$141K – – –
CFD
62
Creative Financial Designs
Indiana
$103K +$10.1K +332 +11%
GWM
63
Geneos Wealth Management
Colorado
$73.7K +$36.8K +1,212 +100%
SIM
64
Synergy Investment Management
Florida
$64.4K +$64.4K +2,118 New
AT
65
Arlington Trust
Alabama
$60.8K +$60.8K +2,000 New
TRCT
66
Tower Research Capital (TRC)
New York
$58K -$78.8K -2,591 -58%
LFG
67
Larson Financial Group
Missouri
$49.7K +$61 +2 +0.1%
NS
68
NBC Securities
Alabama
$42K +$41.8K +1,392 +23,200%
TSMHT
69
Thurston Springer Miller Herd & Titak
Indiana
$41.5K -$30.4K -1,000 -42%
Comerica Bank
70
Comerica Bank
Texas
$28K +$28K +922 New
SAM
71
Sherman Asset Management
California
$26.4K – – –
FHA
72
First Horizon Advisors
Tennessee
$20.6K – – –
TWM
73
Topsail Wealth Management
North Carolina
$18.2K -$1.52K -50 -8%
SPIA
74
Steward Partners Investment Advisory
New York
$17.8K – – –
EWM
75
EPG Wealth Management
Georgia
$17K +$61 +2 +0.4%
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