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First Trust Nasdaq Bank ETF

86 hedge funds and large institutions have $1.15B invested in First Trust Nasdaq Bank ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1.82% more ownership

Funds ownership: 85.71%87.53% (+1.8%)

2% more capital invested

Capital invested by funds: $1.13B → $1.15B (+$20.8M)

0% more funds holding

Funds holding: 8686 (0)

Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
50
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$19K
WEC
77
Winslow Evans & Crocker
Massachusetts
$12K
SEI Investments
78
SEI Investments
Pennsylvania
$11K +$11.5K +385 New
APA
79
American Portfolios Advisors
New York
$9.97K
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K -$5.64K -189 -40%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$8K +$7.94K +266 New
CF
82
Centaurus Financial
California
$7K +$7.67K +257 New
NA
83
NewEdge Advisors
Louisiana
$5.56K +$375K +12,567 +7%
SWP
84
Strategic Wealth Partners
Ohio
$5K
FGAM
85
Financial Gravity Asset Management
Texas
$4K
FHA
86
First Horizon Advisors
Tennessee
$2K -$1.85K -62 -39%
FHC
87
First Heartland Consultants
Missouri
-$2.36M -79,953 Closed
SWM
88
Segment Wealth Management
Texas
-$2.09M -70,790 Closed
CCB
89
Cutter & Co Brokerage
Missouri
-$781K -26,466 Closed
PAG
90
Private Advisor Group
New Jersey
-$491K -16,631 Closed
SWP
91
Stratos Wealth Partners
Ohio
-$72K -2,426 Closed
WAP
92
Wealthcare Advisory Partners
Pennsylvania
-$22K -760 Closed
Citigroup
93
Citigroup
New York
-$15K -509 Closed
ACM
94
Aviance Capital Management
Florida
-$8K -274 Closed
APP
95
Avantax Planning Partners
Iowa
-$6K -188 Closed
MA
96
MCF Advisors
Kentucky
-$4K -151 Closed
PGWM
97
Parisi Gray Wealth Management
New Jersey
-$3K -104 Closed
FEG
98
Financial Enhancement Group
Indiana
-$1K -40 Closed

FTXO Hedge Fund Activity: Q2 2018 in Review

86 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q2 2018, worth a combined $1.15B — up 1.8% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTXO positions and 12 closed out — a net gain of 2 holders — while 50 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $20M. The largest seller was First Heartland Consultants, exiting entirely with an estimated $2.36M sold.

  • 86 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $1.15B of First Trust Nasdaq Bank ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Bank ETF positions in Q2 2018 and 12 closed out, a net change of +2 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q2 2018 was Raymond James Financial Services Advisors, an estimated $20M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q2 2018 was First Heartland Consultants, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2018.