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First Trust Nasdaq Bank ETF
FTXO

94 hedge funds and large institutions have $176M invested in First Trust Nasdaq Bank ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

238% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 13

27% more funds holding

Funds holding: 74 → 94 (+20)

24% more capital invested

Capital invested by funds: $142M → $176M (+$33.9M)

2.01% more ownership

Funds ownership: 62.02% → 64.03% (+2%)

Holders
94
Holders Change
+20
Holders Change %
+27.03%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
44
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.09M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.81M
4
LPL Financial
LPL Financial
California
+$2.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$789K
2
CA
Cetera Advisors
Colorado
-$488K
3
FHC
First Heartland Consultants
Missouri
-$384K
4
GIA
Gladstone Institutional Advisory
Florida
-$325K
5
Truist Financial
Truist Financial
North Carolina
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
76
SignatureFD
Georgia
$16K – – –
FHA
77
First Horizon Advisors
Tennessee
$15K – – –
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$14K +$68 +2 +0.5%
TLFA
79
True Link Financial Advisors
California
$14K +$14K +414 New
SPIA
80
Steward Partners Investment Advisory
New York
$12K +$4.1K +121 +48%
CAAS
81
Capital Asset Advisory Services
Michigan
$10K – – –
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$8K +$34 +1 +0.4%
NC
83
NewSquare Capital
Pennsylvania
$8K +$8.09K +239 New
GWANC
84
Guardian Wealth Advisors (North Carolina)
North Carolina
$8K +$8.33K +246 New
GIA
85
Goodwin Investment Advisory
Georgia
$6K +$5.92K +175 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.53K +193 New
CG
87
Cutler Group
California
$6K +$6.77K +200 New
LAS
88
Lloyd Advisory Services
Georgia
$5K +$1.35K +40 +40%
AWM
89
Avior Wealth Management
Nebraska
$4K -$2.5K -74 -34%
WWMSC
90
Wagner Wealth Management (South Carolina)
South Carolina
$4K -$609 -18 -13%
TFA
91
Transamerica Financial Advisors
Florida
$2K – – –
HI
92
Hoey Investments
Pennsylvania
$2K +$1.69K +50 New
TAM
93
Tucker Asset Management
Colorado
$985 +$203 +6 +25%
FTUS
94
Flow Traders U.S.
New York
– -$789K -24,188 Closed
FHC
95
First Heartland Consultants
Missouri
– -$384K -11,760 Closed
Truist Financial
96
Truist Financial
North Carolina
– -$238K -7,302 Closed
AWA
97
Arkadios Wealth Advisors
Georgia
– -$78K -2,397 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
– -$102 -3 -38%
1 2 3
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FTXO Hedge Fund Activity: Q4 2021 in Review

94 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q4 2021, worth a combined $176M — up 24% from $142M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FTXO positions and 6 closed out — a net gain of 20 holders — while 44 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.33M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $789K sold.

  • 94 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q4 2021, up from 74 in Q3 2021.
  • Funds reported $176M of First Trust Nasdaq Bank ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 26 funds opened new First Trust Nasdaq Bank ETF positions in Q4 2021 and 6 closed out, a net change of +20 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q4 2021 was Morgan Stanley, an estimated $5.33M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q4 2021 was Flow Traders U.S., an estimated $789K sold.

Based on aggregated 13F filings for Q4 2021.