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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

89 hedge funds and large institutions have $123M invested in First Trust Nasdaq Bank ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.18M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$887K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.1M
4
SCA
4
Snowden Capital Advisors
New York
$1.16M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$442K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.9M
3
CA
3
Cetera Advisors
Colorado
$3.37M
4
SAM
4
Secure Asset Management
Michigan
$764K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
76
Newbridge Financial Services Group
Florida
$7K +$7K +279 New
SPIA
77
Steward Partners Investment Advisory
New York
$6K -$2.21K -92 -27%
TFA
78
Transamerica Financial Advisors
Florida
$4K – – –
WWM
79
Wagner Wealth Management
South Carolina
$4K +$205 +8 +5%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$3K -$2.04K -78 -40%
ACA
81
Aptus Capital Advisors
Alabama
$3K – – –
AWM
82
Avior Wealth Management
Nebraska
$3K – – –
GWANC
83
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K – – –
SBL
84
Sargent Bickham Lagudis
Colorado
$3K +$3K +97 New
KFI
85
Key Financial Inc
Pennsylvania
$2K – – –
BlackRock
86
BlackRock
New York
$1K +$1K +34 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$1K +$1K +71 New
Citadel Advisors
88
Citadel Advisors
Florida
– -$1.15M -44,085 Closed
CA
89
CoreCap Advisors
Michigan
– -$480K -18,423 Closed
FTUS
90
Flow Traders U.S.
New York
– -$332K -12,751 Closed
BIM
91
Bullseye Investment Management
Ohio
– -$266K -10,210 Closed
FAIM
92
Financial Advocates Investment Management
Washington
– -$218K -8,356 Closed
RIA
93
Regal Investment Advisors
Michigan
– -$216K -8,286 Closed
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
– -$42K -1,625 Closed
AW
95
ACG Wealth
Georgia
– -$32K -1,213 Closed
CG
96
Cutler Group
California
– -$15K -600 Closed
VVP
97
Venture Visionary Partners
Ohio
– -$12.2K -468 Closed
FWP
98
FAS Wealth Partners
Kansas
– -$12K -453 Closed
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
– -$11K -422 Closed
TCWM
100
Total Clarity Wealth Management
Illinois
– -$3K -101 Closed
1 2 3
4
5