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First Trust Nasdaq Bank ETF
FTXO

97 hedge funds and large institutions have $174M invested in First Trust Nasdaq Bank ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $157M → $174M (+$16.7M)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

2.31% more ownership

Funds ownership: 67.41% → 69.72% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 98 → 97 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
32
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.6M
2
Wells Fargo
Wells Fargo
California
+$3.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.72M
4
Bank of America
Bank of America
North Carolina
+$1.63M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.73M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.1M
3
FTUS
Flow Traders U.S.
New York
-$1.98M
4
EW
Element Wealth
Mississippi
-$724K
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Alerus Financial
North Dakota
$16K – – –
WP
77
WealthShield Partners
North Carolina
$15.7K – – –
William Blair & Company
78
William Blair & Company
Illinois
$15.4K +$15K +432 New
TWM
79
Topsail Wealth Management
North Carolina
$14.2K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$11K -$4.07K -117 -27%
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.83K +$8.63K +248 New
CFB
82
Cullen/Frost Bankers
Texas
$8.59K +$8.39K +241 New
AG
83
AmeriFlex Group
Nevada
$8.55K +$8.35K +240 New
PTC
84
Private Trust Company
Ohio
$6.97K +$6.82K +196 New
SAM
85
Smartleaf Asset Management
Massachusetts
$6.17K +$5.99K +172 New
AF
86
Advisornet Financial
Minnesota
$5.63K – – –
TFA
87
Transamerica Financial Advisors
Florida
$5.41K – – –
WANY
88
Wealthspire Advisors (New York)
New York
$4.17K +$4.07K +117 New
CAL
89
Capital Analysts LLC
Pennsylvania
$4K +$4.04K +116 New
ANBT
90
American National Bank & Trust
Texas
$3.35K – – –
KFI
91
Key Financial Inc
Pennsylvania
$2.88K – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$1.96K – – –
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$1.89K – – –
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$1.64K – – –
SWM
95
Spire Wealth Management
Virginia
$1.47K -$313 -9 -18%
ACA
96
Aptus Capital Advisors
Alabama
$1.42K – – –
DCM
97
Davis Capital Management
Florida
$36 +$35 +1 New
SIS
98
Sound Income Strategies
Florida
$3 – – –
FTUS
99
Flow Traders U.S.
New York
– -$1.98M -60,055 Closed
EW
100
Element Wealth
Mississippi
– -$724K -21,905 Closed
1 2 3
4
5

FTXO Hedge Fund Activity: Q3 2025 in Review

97 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q3 2025, worth a combined $174M — up 11% from $157M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FTXO positions and 15 closed out — a net gain of 2 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.6M. The largest seller was Morgan Stanley, cutting an estimated $3.73M.

  • 97 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q3 2025, down from 98 in Q2 2025.
  • Funds reported $174M of First Trust Nasdaq Bank ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 17 funds opened new First Trust Nasdaq Bank ETF positions in Q3 2025 and 15 closed out, a net change of +2 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q3 2025 was LPL Financial, an estimated $4.6M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q3 2025 was Morgan Stanley, an estimated $3.73M sold.

Based on aggregated 13F filings for Q3 2025.