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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

83 hedge funds and large institutions have $96.6M invested in First Trust Nasdaq Bank ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
34
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.05M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.6M
4
SCA
4
Snowden Capital Advisors
New York
$1.69M
5
AAS
5
Avantax Advisory Services
Texas
$1.88M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.33M
2
Bank of America
2
Bank of America
North Carolina
$3.56M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$741K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.39M
5
NA
5
NewEdge Advisors
Louisiana
$153K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
76
Wagner Wealth Management
South Carolina
$2.62K +$85 +4 +3%
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.55K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
KFI
79
Key Financial Inc
Pennsylvania
$1.74K – – –
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$1.35K -$672 -31,604 -33%
ASN
81
Advisory Services Network
Georgia
$1.25K +$1.25K +59 New
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$978 – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$21 +$21 +1 New
AWS
84
Atria Wealth Solutions
New York
– -$422K -16,116 Closed
SG
85
StoneX Group
New York
– -$416K -15,894 Closed
CRI
86
Colonial River Investments
Virginia
– -$305K -11,641 Closed
CAG
87
Csenge Advisory Group
Florida
– -$265K -10,110 Closed
PWP
88
Pursue Wealth Partners
California
– -$262K -10,000 Closed
MC
89
Moors & Cabot
Massachusetts
– -$246K -9,379 Closed
RA
90
RFG Advisory
Alabama
– -$235K -8,010 Closed
CWM
91
Concentrum Wealth Management
California
– -$207K -7,901 Closed
MCC
92
Money Concepts Capital
Florida
– -$26.9K -1,026 Closed
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
– -$26K -984 Closed
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
– -$25K -955 Closed
CAL
95
Capital Analysts LLC
Pennsylvania
– -$19K -730 Closed
RIA
96
Realta Investment Advisors
Delaware
– -$8.8K -336 Closed
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
– -$2K -87 Closed
BlackRock
98
BlackRock
New York
– -$891 -34 Closed
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