We are live on ! Find out more
FTXO icon

First Trust Nasdaq Bank ETF

89 hedge funds and large institutions have $123M invested in First Trust Nasdaq Bank ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

0.17% more ownership

Funds ownership: 60.17%60.33% (+0.17%)

2% less funds holding

Funds holding: 9189 (-2)

11% less capital invested

Capital invested by funds: $138M → $123M (-$14.5M)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
HHM Wealth Advisors
Tennessee
-$1K -22 Closed

FTXO Hedge Fund Activity: Q3 2022 in Review

89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q3 2022, worth a combined $123M — down 11% from $138M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FTXO and 12 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 33 added.

The largest buyer was UBS Group, adding an estimated $654K. The largest seller was LPL Financial, cutting an estimated $4.89M.

  • 89 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q3 2022, down from 91 in Q2 2022.
  • Funds reported $123M of First Trust Nasdaq Bank ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 12 funds opened new First Trust Nasdaq Bank ETF positions in Q3 2022 and 14 closed out, a net change of -2 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q3 2022 was UBS Group, an estimated $654K added.
  • The largest First Trust Nasdaq Bank ETF seller in Q3 2022 was LPL Financial, an estimated $4.89M sold.

Based on aggregated 13F filings for Q3 2022.