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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.66M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.06M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.62M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$7.29M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.59M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.59M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.58M |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAA
101
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$1.58M | -49,735 | Closed |
|
|
DC
102
Davenport & Co
Richmond,
Virginia
| – | -$497K | -15,623 | Closed |
|
103
Jane Street
New York
| – | -$268K | -8,435 | Closed |
|
|
CFGS
104
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$156K | -4,626 | Closed |
|
|
FWM
105
FLP Wealth Management
Bentonville,
Arkansas
| – | -$13.1K | -411 | Closed |
|
106
US Bancorp
Minneapolis,
Minnesota
| – | -$7.54K | -237 | Closed |
|
|
KIM
107
Kestra Investment Management
Austin,
Texas
| – | -$1.56K | -49 | Closed |
|
|
CA
108
CoreCap Advisors
Southfield,
Michigan
| – | -$1.21K | -38 | Closed |
|
|
CAWM
109
Capital A Wealth Management
New Castle,
Pennsylvania
| – | -$827 | -26 | Closed |
|
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.