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First Trust Nasdaq Bank ETF
FTXO

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.

New
Increased
Maintained
Reduced
Closed

279% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

30% more capital invested

Capital invested by funds: $176M → $229M (+$53.4M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 94 → 95 (+1)

0.81% more ownership

Funds ownership: 64.03% → 64.84% (+0.81%)

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

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$14.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.7M
3
QAM
Q3 Asset Management
Michigan
+$8.14M
4
Morgan Stanley
Morgan Stanley
New York
+$5.71M
5
MWM
MinichMacGregor Wealth Management
New York
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
BIM
Bullseye Investment Management
Ohio
-$2.45M
2
GIA
Gladstone Institutional Advisory
Florida
-$2.11M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.44M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$20K +$8.38K +245 +66%
CG
77
Cutler Group
California
$19K +$13.7K +400 +200%
TWM
78
Tradition Wealth Management
Minnesota
$18K – – –
GWSG
79
GPS Wealth Strategies Group
Colorado
$17K – – –
EWM
80
EPG Wealth Management
Georgia
$16K +$68 +2 +0.4%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$13K +$34 +1 +0.2%
CAAS
82
Capital Asset Advisory Services
Michigan
$10K – – –
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$8K +$34 +1 +0.4%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
LAS
85
Lloyd Advisory Services
Georgia
$5K +$171 +5 +4%
WWMSC
86
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$890 +26 +21%
GWANC
87
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K -$3.9K -114 -46%
AWM
88
Avior Wealth Management
Nebraska
$4K -$171 -5 -3%
ACA
89
Aptus Capital Advisors
Alabama
$4K +$4.52K +132 New
TAM
90
Tucker Asset Management
Colorado
$3.69K +$2.94K +86 +287%
HI
91
Hoey Investments
Pennsylvania
$3K +$1.71K +50 +100%
KFI
92
Key Financial Inc
Pennsylvania
$3K +$2.81K +82 New
TFA
93
Transamerica Financial Advisors
Florida
$2K – – –
GIA
94
Goodwin Investment Advisory
Georgia
$1K -$5.3K -155 -89%
GIA
95
Gladstone Institutional Advisory
Florida
– -$2.11M -64,314 Closed
OIA
96
OneDigital Investment Advisors
Kansas
– -$570K -17,361 Closed
NA
97
NewEdge Advisors
Louisiana
– -$331K -10,074 Closed
FPWM
98
FSB Premier Wealth Management
Iowa
– -$74K -2,257 Closed
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
– -$45K -1,379 Closed
AIM
100
Anchor Investment Management
South Carolina
– -$23K -700 Closed
1 2 3
4
5

FTXO Hedge Fund Activity: Q1 2022 in Review

95 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q1 2022, worth a combined $229M — up 30% from $176M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTXO positions and 11 closed out — a net gain of 3 holders — while 53 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.4M. The largest seller was Bullseye Investment Management, cutting an estimated $2.45M.

  • 95 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q1 2022, up from 94 in Q4 2021.
  • Funds reported $229M of First Trust Nasdaq Bank ETF stock for Q1 2022, up 30% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Bank ETF positions in Q1 2022 and 11 closed out, a net change of +3 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q1 2022 was Wells Fargo, an estimated $14.4M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q1 2022 was Bullseye Investment Management, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2022.