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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

88 hedge funds and large institutions have $124M invested in First Trust Nasdaq Bank ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.41M
3
SAM
3
Secure Asset Management
Michigan
$2.25M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.03M
5
KAS
5
Kestra Advisory Services
Texas
$1.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.7M
3
UBS Group
3
UBS Group
Switzerland
$5.23M
4
TRCT
4
Tower Research Capital (TRC)
New York
$96K
5
IA
5
IFP Advisors
Florida
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.7M 636,394 -93,473 -13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.4M 472,795 +160,235 +51%
LPL Financial
3
LPL Financial
California
$12M 457,325 +13,453 +3%
Bank of America
4
Bank of America
North Carolina
$7.04M 268,584 -8,797 -3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.95M 265,433 -12,053 -4%
Wells Fargo
6
Wells Fargo
California
$6.77M 258,324 -46,814 -15%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.77M 220,230 +22,376 +11%
UBS Group
8
UBS Group
Switzerland
$5.23M 199,666 -77,660 -28%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.61M 175,765 +4,295 +3%
Goldman Sachs
10
Goldman Sachs
New York
$2.91M 111,129 +8,992 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.89M 110,181 -109,908 -50%
CA
12
Cetera Advisors
Colorado
$2.8M 106,903 -23,022 -18%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.5M 95,255 -988 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.41M 92,112 +57,848 +169%
SAM
15
Secure Asset Management
Michigan
$2.25M 86,045 +56,565 +192%
Ameriprise
16
Ameriprise
Minnesota
$2.21M 84,293 -1,603 -2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.03M 77,671 +38,525 +98%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.88M 71,552 -3,066 -4%
CAS
19
Coppell Advisory Solutions
Texas
$1.74M 66,566 +66,566 New
CASC
20
Coppell Advisory Solutions Corp
Texas
$1.74M 66,566 +66,566 New
RJA
21
Raymond James & Associates
Florida
$1.56M 59,641 +7,921 +15%
HI
22
Harbour Investments
Wisconsin
$1.56M 59,535 -11,512 -16%
AAS
23
Avantax Advisory Services
Texas
$1.55M 59,064 +6,740 +13%
SPC
24
Sigma Planning Corp
Michigan
$1.49M 56,926 +6,464 +13%
KAS
25
Kestra Advisory Services
Texas
$1.4M 53,322 +22,956 +76%
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