First Trust Nasdaq Bank ETF
FTXO
85 hedge funds and large institutions have $1.14B invested in First Trust Nasdaq Bank ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 11 reducing their positions, and 12 closing their positions.
345% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 11
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
1.25% more ownership
Funds ownership: 85.71% → 86.96% (+1.3%)
2% more capital invested
Capital invested by funds: $1.13B → $1.14B (+$17.2M)
1% less funds holding
Funds holding: 86 → 85 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$20M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.84M |
| 4 |
PGA
Premia Global Advisors
Coral Gables,
Florida
|
+$3.45M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.36M |
| 2 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$2.09M |
| 3 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
-$781K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$544K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$491K |
FTXO Hedge Fund Activity: Q2 2018 in Review
85 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q2 2018, worth a combined $1.14B — up 1.5% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FTXO positions and 12 closed out — a net gain of 2 holders — while 49 added to existing stakes and 11 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $20M. The largest seller was First Heartland Consultants, exiting entirely with an estimated $2.36M sold.
- 85 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q2 2018, down from 86 in Q1 2018.
- Funds reported $1.14B of First Trust Nasdaq Bank ETF stock for Q2 2018, up 1.5% quarter-over-quarter.
- 14 funds opened new First Trust Nasdaq Bank ETF positions in Q2 2018 and 12 closed out, a net change of +2 holders.
- The largest First Trust Nasdaq Bank ETF buyer in Q2 2018 was Raymond James Financial Services Advisors, an estimated $20M added.
- The largest First Trust Nasdaq Bank ETF seller in Q2 2018 was First Heartland Consultants, an estimated $2.36M sold.
Based on aggregated 13F filings for Q2 2018.