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First Trust Nasdaq Bank ETF
FTXO

97 hedge funds and large institutions have $174M invested in First Trust Nasdaq Bank ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $157M → $174M (+$16.7M)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

2.31% more ownership

Funds ownership: 67.41% → 69.72% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 98 → 97 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
32
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.6M
2
Wells Fargo
Wells Fargo
California
+$3.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.72M
4
Bank of America
Bank of America
North Carolina
+$1.63M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.73M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.1M
3
FTUS
Flow Traders U.S.
New York
-$1.98M
4
EW
Element Wealth
Mississippi
-$724K
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$328K – – –
GVAG
52
Great Valley Advisor Group
Delaware
$316K -$20.8K -599 -6%
GCA
53
Greenwood Capital Associates
South Carolina
$280K +$274K +7,874 New
PWP
54
Pursue Wealth Partners
California
$262K – – –
IFG
55
Independent Financial Group
California
$235K +$229K +6,587 New
PFA
56
Pinnacle Family Advisors
Missouri
$229K -$5.81K -167 -3%
Citigroup
57
Citigroup
New York
$227K +$197K +5,667 +810%
GRP
58
Global Retirement Partners
California
$223K -$5.43K -156 -2%
SPC
59
Sigma Planning Corp
Michigan
$214K +$209K +6,005 New
FPWM
60
FSB Premier Wealth Management
Iowa
$214K +$209K +6,005 New
HAS
61
HBW Advisory Services
California
$203K -$75.7K -2,175 -28%
PS
62
Principal Securities
Iowa
$184K +$5.15K +148 +3%
CA
63
Clearstead Advisors
Ohio
$110K – – –
TAM
64
Tucker Asset Management
Colorado
$59.2K -$1.25K -36 -2%
LFG
65
Larson Financial Group
Missouri
$58.4K +$70 +2 +0.1%
CFD
66
Creative Financial Designs
Indiana
$55.5K -$71.5K -2,055 -57%
TRCT
67
Tower Research Capital (TRC)
New York
$49.5K -$418K -12,008 -90%
SPIA
68
Steward Partners Investment Advisory
New York
$49.1K – – –
NS
69
NBC Securities
Alabama
$47.6K +$35 +1 +0.1%
GWM
70
Geneos Wealth Management
Colorado
$43.2K – – –
JP Morgan Chase
71
JP Morgan Chase
New York
$36.6K +$35.7K +1,027 New
Comerica Bank
72
Comerica Bank
Texas
$34.3K – – –
RF
73
Rossby Financial
Florida
$30.4K +$18K +517 +149%
GWSG
74
GPS Wealth Strategies Group
Colorado
$18.9K – – –
MCM
75
MAI Capital Management
Ohio
$16.4K – – –
1 2
3
4 5

FTXO Hedge Fund Activity: Q3 2025 in Review

97 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q3 2025, worth a combined $174M — up 11% from $157M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FTXO positions and 15 closed out — a net gain of 2 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.6M. The largest seller was Morgan Stanley, cutting an estimated $3.73M.

  • 97 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q3 2025, down from 98 in Q2 2025.
  • Funds reported $174M of First Trust Nasdaq Bank ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 17 funds opened new First Trust Nasdaq Bank ETF positions in Q3 2025 and 15 closed out, a net change of +2 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q3 2025 was LPL Financial, an estimated $4.6M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q3 2025 was Morgan Stanley, an estimated $3.73M sold.

Based on aggregated 13F filings for Q3 2025.