FTXO icon

First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

77 hedge funds and large institutions have $1.08B invested in First Trust Nasdaq Bank ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+16
Holders Change %
+26.23%
% of All Funds
1.75%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
19
Increased
35
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$592M
2
Wells Fargo
Wells Fargo
California
$98.6M
3
UBS Group
UBS Group
Switzerland
$6.29M
4
BFEC
Benjamin F. Edwards & Company
Missouri
$5.81M
5
Morgan Stanley
Morgan Stanley
New York
$133M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$34.5M
2
Stifel Financial
Stifel Financial
Missouri
$2.84M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$24.5M
4
Jane Street
Jane Street
New York
$0
5
IH
IFC Holdings
Florida
$796K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$592M +$19.6M +667,725 +3%
Morgan Stanley
2
Morgan Stanley
New York
$133M +$4.03M +137,241 +3%
Wells Fargo
3
Wells Fargo
California
$98.6M +$6.83M +232,776 +7%
Bank of America
4
Bank of America
North Carolina
$34.5M -$7.46M -253,956 -18%
RJA
5
Raymond James & Associates
Florida
$28.7M +$554K +18,863 +2%
MML Investors Services
6
MML Investors Services
Massachusetts
$24.5M +$319K +10,856 +1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$24.5M -$3.97M -135,089 -14%
NC
8
NewSquare Capital
Pennsylvania
$14.4M -$93K -3,168 -0.6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.97M +$1.28M +43,474 +15%
ODG
10
O'Dell Group
Ohio
$8.75M +$13.4K +457 +0.2%
HFS
11
HL Financial Services
Kentucky
$8.57M +$504K +17,151 +6%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$8.13M +$409K +13,923 +5%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$6.32M +$282K +9,613 +5%
UBS Group
14
UBS Group
Switzerland
$6.29M +$4.68M +159,470 +292%
LPL Financial
15
LPL Financial
California
$5.98M +$1.54M +52,492 +35%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$5.81M +$4.63M +157,791 +394%
NA
17
NewEdge Advisors
Louisiana
$5.22M +$774K +25,885 +17%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$4.31M +$1.03M +35,169 +32%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$4.27M +$753K +25,658 +21%
GSC
20
G&S Capital
Colorado
$4.06M +$4.06M +138,131 New
GA
21
Gateway Advisory
New Jersey
$3.83M +$876K +29,844 +30%
TFA
22
Transamerica Financial Advisors
Florida
$3.67M -$525K -17,868 -13%
DADC
23
D.A. Davidson & Co
Montana
$3.32M +$772K +26,301 +30%
Goldman Sachs
24
Goldman Sachs
New York
$2.94M -$7.78K -265 -0.3%
Stifel Financial
25
Stifel Financial
Missouri
$2.84M -$4M -136,012 -58%
1
2 3 4