FTXO icon

First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

83 hedge funds and large institutions have $96.6M invested in First Trust Nasdaq Bank ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
34
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.05M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.6M
4
SCA
4
Snowden Capital Advisors
New York
$1.69M
5
AAS
5
Avantax Advisory Services
Texas
$1.88M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.33M
2
Bank of America
2
Bank of America
North Carolina
$3.56M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$741K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.39M
5
NA
5
NewEdge Advisors
Louisiana
$153K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.6M 686,280 +49,886 +8%
LPL Financial
2
LPL Financial
California
$9.33M 438,677 -18,648 -4%
Wells Fargo
3
Wells Fargo
California
$8.05M 378,849 +120,525 +47%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.18M 291,055 +70,825 +32%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.07M 285,581 +20,148 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.33M 250,768 -222,027 -47%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.32M 203,089 +27,324 +16%
UBS Group
8
UBS Group
Switzerland
$4.3M 202,484 +2,818 +1%
Bank of America
9
Bank of America
North Carolina
$3.56M 167,220 -101,364 -38%
Ameriprise
10
Ameriprise
Minnesota
$2.4M 113,027 +28,734 +34%
AAS
11
Avantax Advisory Services
Texas
$1.88M 88,538 +29,474 +50%
SPC
12
Sigma Planning Corp
Michigan
$1.72M 81,003 +24,077 +42%
SCA
13
Snowden Capital Advisors
New York
$1.69M 79,565 +34,755 +78%
CA
14
Cetera Advisors
Colorado
$1.63M 76,661 -30,242 -28%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.6M 75,367 +3,815 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.5M 70,489 -39,692 -36%
SAM
17
Secure Asset Management
Michigan
$1.46M 68,616 -17,429 -20%
Goldman Sachs
18
Goldman Sachs
New York
$1.39M 65,172 -45,957 -41%
HI
19
Harbour Investments
Wisconsin
$1.27M 59,605 +70 +0.1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.26M 59,296 -18,375 -24%
IA
21
IFP Advisors
Florida
$1.24M 41,695 +6,768 +19%
CASC
22
Coppell Advisory Solutions Corp
Texas
$1.22M 57,907 -8,659 -13%
CAS
23
Coppell Advisory Solutions
Texas
$1.22M 57,907 -8,659 -13%
RJA
24
Raymond James & Associates
Florida
$1.11M 52,106 -7,535 -13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$741K 34,845 -57,267 -62%
1
2 3 4