We are live on ! Find out more
FTXO icon

First Trust Nasdaq Bank ETF
FTXO

88 hedge funds and large institutions have $135M invested in First Trust Nasdaq Bank ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

200% more capital invested

Capital invested by funds: $45.1M → $135M (+$90.3M)

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

47% more funds holding

Funds holding: 60 → 88 (+28)

44.61% more ownership

Funds ownership: 41.31% → 85.92% (+45%)

Holders
88
Holders Change
+28
Holders Change %
+46.67%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
24
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.91M
4
Wells Fargo
Wells Fargo
California
+$6.91M
5
UBS Group
UBS Group
Switzerland
+$3.58M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$926K
2
NA
NewEdge Advisors
Louisiana
-$555K
3
Citadel Advisors
Citadel Advisors
Florida
-$522K
4
Goldman Sachs
Goldman Sachs
New York
-$347K
5
TRCT
Tower Research Capital (TRC)
New York
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
76
Arax Advisory Partners
Colorado
$3.18K – – –
T
77
Transce3nd
Texas
$2.83K +$2.85K +89 New
KFI
78
Key Financial Inc
Pennsylvania
$2.61K – – –
Fidelity Investments
79
Fidelity Investments
Massachusetts
$1.75K – – –
SWM
80
Spire Wealth Management
Virginia
$1.6K – – –
HNB
81
Huntington National Bank
Ohio
$1.59K – – –
KIM
82
Kestra Investment Management
Texas
$1.56K +$1.57K +49 New
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$1.46K – – –
ACA
84
Aptus Capital Advisors
Alabama
$1.27K – – –
GWANC
85
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.27K – – –
CA
86
CoreCap Advisors
Michigan
$1.21K – – –
CAWM
87
Capital A Wealth Management
Pennsylvania
$827 +$834 +26 New
NS
88
NBC Securities
Alabama
$209 -$221K -6,881 -100%
DRP
89
Decker Retirement Planning
Utah
$127 +$128 +4 New
SIS
90
Sound Income Strategies
Florida
$3 – – –
Citadel Advisors
91
Citadel Advisors
Florida
– -$522K -17,959 Closed
HF
92
HRT Financial
New York
– -$239K -8,225 Closed
TSWM
93
Tyler-Stone Wealth Management
Ohio
– -$229K -7,882 Closed
SG
94
StoneX Group
New York
– -$212K -7,283 Closed
RIA
95
Realta Investment Advisors
Delaware
– -$4.19K -138 Closed
JP Morgan Chase
96
JP Morgan Chase
New York
– -$1.31K -45 Closed
CIAS
97
Capital Investment Advisory Services
North Carolina
– -$174 -6 Closed
1 2 3
4

FTXO Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q4 2024, worth a combined $135M — up 200% from $45.1M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FTXO positions and 7 closed out — a net gain of 30 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was Susquehanna International Group, cutting an estimated $926K.

  • 88 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q4 2024, up from 60 in Q3 2024.
  • Funds reported $135M of First Trust Nasdaq Bank ETF stock for Q4 2024, up 200% quarter-over-quarter.
  • 37 funds opened new First Trust Nasdaq Bank ETF positions in Q4 2024 and 7 closed out, a net change of +30 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q4 2024 was Morgan Stanley, an estimated $14.2M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q4 2024 was Susquehanna International Group, an estimated $926K sold.

Based on aggregated 13F filings for Q4 2024.