FTXO icon

First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

95 hedge funds and large institutions have $229M invested in First Trust Nasdaq Bank ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
53
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.5M
3
QAM
3
Q3 Asset Management
Michigan
$7.56M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.7M
5
MWM
5
MinichMacGregor Wealth Management
New York
$4.25M

Top Sellers

1
BIM
1
Bullseye Investment Management
Ohio
$4.29M
2
GIA
2
Gladstone Institutional Advisory
Florida
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.17M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.79M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$766K
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$20K 616 +245 +66%
CG
77
Cutler Group
California
$19K 600 +400 +200%
TWM
78
Tradition Wealth Management
Minnesota
$18K 574 – –
GWSG
79
GPS Wealth Strategies Group
Colorado
$17K 530 – –
EWM
80
EPG Wealth Management
Georgia
$16K 510 +2 +0.4%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$13K 419 +1 +0.2%
CAAS
82
Capital Asset Advisory Services
Michigan
$10K 307 – –
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$8K 254 +1 +0.4%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$6K 193 – –
LAS
85
Lloyd Advisory Services
Georgia
$5K 145 +5 +4%
WWM
86
Wagner Wealth Management
South Carolina
$5K 147 +26 +21%
GWANC
87
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K 132 -114 -46%
AWM
88
Avior Wealth Management
Nebraska
$4K 138 -5 -3%
ACA
89
Aptus Capital Advisors
Alabama
$4K 132 +132 New
TAM
90
Tucker Asset Management
Colorado
$3.69K 116 +86 +287%
HI
91
Hoey Investments
Pennsylvania
$3K 100 +50 +100%
KFI
92
Key Financial Inc
Pennsylvania
$3K 82 +82 New
TFA
93
Transamerica Financial Advisors
Florida
$2K 58 – –
GIA
94
Goodwin Investment Advisory
Georgia
$1K 20 -155 -89%
GIA
95
Gladstone Institutional Advisory
Florida
– – -64,314 Closed
OIA
96
OneDigital Investment Advisors
Kansas
– – -17,361 Closed
NA
97
NewEdge Advisors
Louisiana
– – -10,074 Closed
FPWM
98
FSB Premier Wealth Management
Iowa
– – -2,257 Closed
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
– – -1,379 Closed
AIM
100
Anchor Investment Management
South Carolina
– – -700 Closed
1 2 3
4
5