We are live on ! Find out more
FTXO icon

First Trust Nasdaq Bank ETF

96 hedge funds and large institutions have $158M invested in First Trust Nasdaq Bank ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $135M → $158M (+$22.5M)

9% more funds holding

Funds holding: 8896 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15.76% less ownership

Funds ownership: 85.92%70.16% (-16%)

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
37
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$312K +$7.1K +219 +2%
IAIM
52
International Assets Investment Management
Florida
$296K +$72K +2,223 +30%
SA
53
Sanctuary Advisors
Indiana
$285K +$5.12K +158 +2%
RBWA
54
RFG - Bristol Wealth Advisors
Massachusetts
$284K +$303K +9,352 New
GVAG
55
Great Valley Advisor Group
Delaware
$277K +$295K +9,099 New
HAS
56
HBW Advisory Services
California
$227K -$11.2K -346 -4%
PWP
57
Pursue Wealth Partners
California
$224K
RA
58
RFG Advisory
Alabama
$219K +$233K +7,206 New
OIA
59
OneDigital Investment Advisors
Kansas
$216K +$230K +7,106 New
SPC
60
Sigma Planning Corp
Michigan
$213K +$227K +6,993 New
BWA
61
BlueChip Wealth Advisors
Georgia
$206K +$219K +6,764 New
PS
62
Principal Securities
Iowa
$141K
CFD
63
Creative Financial Designs
Indiana
$103K +$10.8K +332 +11%
GWM
64
Geneos Wealth Management
Colorado
$73.7K +$39.3K +1,212 +100%
SIM
65
Synergy Investment Management
Florida
$64.4K +$68.6K +2,118 New
AT
66
Arlington Trust
Alabama
$60.8K +$64.8K +2,000 New
TRCT
67
Tower Research Capital (TRC)
New York
$58K -$84K -2,591 -58%
LFG
68
Larson Financial Group
Missouri
$49.7K +$65 +2 +0.1%
NS
69
NBC Securities
Alabama
$42K +$45.1K +1,392 +23,200%
TSMHT
70
Thurston Springer Miller Herd & Titak
Indiana
$41.5K -$32.4K -1,000 -42%
Comerica Bank
71
Comerica Bank
Texas
$28K +$29.9K +922 New
SAM
72
Sherman Asset Management
California
$26.4K
FHA
73
First Horizon Advisors
Tennessee
$20.6K
TWM
74
Topsail Wealth Management
North Carolina
$18.2K -$1.62K -50 -8%
SPIA
75
Steward Partners Investment Advisory
New York
$17.8K

FTXO Hedge Fund Activity: Q1 2025 in Review

96 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q1 2025, worth a combined $158M — up 17% from $135M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTXO positions and 11 closed out — a net gain of 9 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Secure Asset Management, exiting entirely with an estimated $7.29M sold.

  • 96 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q1 2025, up from 88 in Q4 2024.
  • Funds reported $158M of First Trust Nasdaq Bank ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 20 funds opened new First Trust Nasdaq Bank ETF positions in Q1 2025 and 11 closed out, a net change of +9 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.1M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q1 2025 was Secure Asset Management, an estimated $7.29M sold.

Based on aggregated 13F filings for Q1 2025.