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First Trust Nasdaq Bank ETF
FTXO

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.

New
Increased
Maintained
Reduced
Closed

4.41% more ownership

Funds ownership: 60.33% → 64.74% (+4.4%)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

1% more capital invested

Capital invested by funds: $123M → $124M (+$911K)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 89 → 88 (-1)

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.41%
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

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.37M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.58M
3
SAM
Secure Asset Management
Michigan
+$1.54M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.05M
5
NA
NewEdge Advisors
Louisiana
+$916K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.99M
2
Morgan Stanley
Morgan Stanley
New York
-$2.55M
3
UBS Group
UBS Group
Switzerland
-$2.12M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.6M
5
Wells Fargo
Wells Fargo
California
-$1.28M

FTXO Hedge Fund Activity: Q4 2022 in Review

88 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q4 2022, worth a combined $124M — up 0.74% from $123M a quarter earlier.

Fund positioning in FTXO was balanced in Q4 2022: 12 funds opened new positions, 12 closed out, 33 added to existing stakes and 31 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.37M. The largest seller was Royal Bank of Canada, cutting an estimated $2.99M.

  • 88 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q4 2022, down from 89 in Q3 2022.
  • Funds reported $124M of First Trust Nasdaq Bank ETF stock for Q4 2022, up 0.74% quarter-over-quarter.
  • 12 funds opened new First Trust Nasdaq Bank ETF positions in Q4 2022 and 12 closed out, a net change of 0 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $4.37M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2022.