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First Trust Nasdaq Bank ETF
FTXO

96 hedge funds and large institutions have $158M invested in First Trust Nasdaq Bank ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $135M → $158M (+$22.5M)

9% more funds holding

Funds holding: 88 → 96 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15.76% less ownership

Funds ownership: 85.92% → 70.16% (-16%)

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
37
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.1M
2
LPL Financial
LPL Financial
California
+$8.66M
3
UBS Group
UBS Group
Switzerland
+$5.06M
4
Raymond James Financial
Raymond James Financial
Florida
+$3.62M
5
Wells Fargo
Wells Fargo
California
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
SAM
Secure Asset Management
Michigan
-$7.29M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.59M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.59M
4
IAA
Independent Advisor Alliance
North Carolina
-$1.58M
5
CAS
Coppell Advisory Solutions
Texas
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
76
EPG Wealth Management
Georgia
$17K +$65 +2 +0.4%
GWSG
77
GPS Wealth Strategies Group
Colorado
$16.1K – – –
TAM
78
Tucker Asset Management
Colorado
$15.6K +$16.6K +513 New
MCM
79
MAI Capital Management
Ohio
$14K – – –
WP
80
WealthShield Partners
North Carolina
$13.4K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
RF
82
Rossby Financial
Florida
$9.7K +$10.9K +337 New
WSFS
83
Wilmington Savings Fund Society
Delaware
$6.29K – – –
TFA
84
Transamerica Financial Advisors
Florida
$5K – – –
CA
85
Continuum Advisory
Idaho
$4.07K – – –
AF
86
Advisornet Financial
Minnesota
$3.5K – – –
AAP
87
Arax Advisory Partners
Colorado
$3.04K – – –
ANBT
88
American National Bank & Trust
Texas
$2.86K +$3.05K +94 New
T
89
Transce3nd
Texas
$2.71K – – –
KFI
90
Key Financial Inc
Pennsylvania
$2.49K – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1.67K – – –
SWM
92
Spire Wealth Management
Virginia
$1.53K – – –
HNB
93
Huntington National Bank
Ohio
$1.52K – – –
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$1.4K – – –
ACA
95
Aptus Capital Advisors
Alabama
$1.22K – – –
GWANC
96
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.22K – – –
DRP
97
Decker Retirement Planning
Utah
$122 – – –
SIS
98
Sound Income Strategies
Florida
$3 – – –
SAM
99
Secure Asset Management
Michigan
– -$7.29M -229,155 Closed
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
– -$1.59M -50,000 Closed
1 2 3
4
5

FTXO Hedge Fund Activity: Q1 2025 in Review

96 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q1 2025, worth a combined $158M — up 17% from $135M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTXO positions and 11 closed out — a net gain of 9 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Secure Asset Management, exiting entirely with an estimated $7.29M sold.

  • 96 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q1 2025, up from 88 in Q4 2024.
  • Funds reported $158M of First Trust Nasdaq Bank ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 20 funds opened new First Trust Nasdaq Bank ETF positions in Q1 2025 and 11 closed out, a net change of +9 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.1M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q1 2025 was Secure Asset Management, an estimated $7.29M sold.

Based on aggregated 13F filings for Q1 2025.