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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

88 hedge funds and large institutions have $124M invested in First Trust Nasdaq Bank ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.41M
3
SAM
3
Secure Asset Management
Michigan
$2.25M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.03M
5
KAS
5
Kestra Advisory Services
Texas
$1.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.7M
3
UBS Group
3
UBS Group
Switzerland
$5.23M
4
TRCT
4
Tower Research Capital (TRC)
New York
$96K
5
IA
5
IFP Advisors
Florida
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$7.31K +$7.31K +279 New
TFA
77
Transamerica Financial Advisors
Florida
$4K – – –
ACA
78
Aptus Capital Advisors
Alabama
$3.14K -$314 -12 -9%
GWANC
79
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.14K -$314 -12 -9%
WWM
80
Wagner Wealth Management
South Carolina
$3.12K -$969 -37 -24%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
SBL
82
Sargent Bickham Lagudis
Colorado
$2.54K – – –
KFI
83
Key Financial Inc
Pennsylvania
$2.12K – – –
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$2K +$368 +16 +23%
AWM
85
Avior Wealth Management
Nebraska
$1.55K -$1.68K -64 -52%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$1.21K -$7.7K -294 -86%
CA
87
CoreCap Advisors
Michigan
$996 +$996 +38 New
BlackRock
88
BlackRock
New York
$891 – – –
VAS
89
Vestmark Advisory Solutions
Massachusetts
– -$442K -17,067 Closed
PAG
90
Private Advisor Group
New Jersey
– -$273K -10,540 Closed
PWA
91
PCG Wealth Advisors
Kansas
– -$264K -10,220 Closed
JWCA
92
J.W. Cole Advisors
Florida
– -$217K -8,394 Closed
CS
93
Credit Suisse
Switzerland
– -$102K -3,948 Closed
US Bancorp
94
US Bancorp
Minnesota
– -$41K -1,601 Closed
GWSG
95
GPS Wealth Strategies Group
Colorado
– -$14K -530 Closed
ADL
96
Asset Dedication LLC
California
– -$11K -407 Closed
CAAS
97
Capital Asset Advisory Services
Michigan
– -$8K -307 Closed
NFSG
98
Newbridge Financial Services Group
Florida
– -$7K -279 Closed
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