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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

78 hedge funds and large institutions have $72.1M invested in First Trust Nasdaq Bank ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
26
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Secure Asset Management
Michigan
$5.47M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$968K
3
IWM
3
Iams Wealth Management
Nebraska
$611K
4
Truist Financial
4
Truist Financial
North Carolina
$347K
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$344K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.2M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.37M
3
IAIM
3
International Assets Investment Management
Florida
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.2M 494,068 -136,633 -22%
LPL Financial
2
LPL Financial
California
$8.94M 432,413 -20,993 -5%
SAM
3
Secure Asset Management
Michigan
$5.47M 264,667 +221,167 +508%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.81M 232,571 -7,225 -3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.8M 183,994 -33,341 -15%
Wells Fargo
6
Wells Fargo
California
$3.23M 156,456 -246 -0.2%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.81M 139,531 +13,860 +11%
UBS Group
8
UBS Group
Switzerland
$2.67M 129,079 -29,332 -19%
Bank of America
9
Bank of America
North Carolina
$2.58M 124,836 -14,414 -10%
Ameriprise
10
Ameriprise
Minnesota
$1.78M 86,283 -2,249 -3%
CAS
11
Coppell Advisory Solutions
Texas
$1.74M 66,566 +7,039 +12%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.6M 77,534 -1,156 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.37M 66,438 -131,677 -66%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.29M 62,320 +7,691 +14%
RJA
15
Raymond James & Associates
Florida
$1.25M 60,500 +7,779 +15%
CA
16
Cetera Advisors
Colorado
$1.19M 57,443 -5,081 -8%
AAS
17
Avantax Advisory Services
Texas
$1.15M 55,622 -2,912 -5%
SCA
18
Snowden Capital Advisors
New York
$1.11M 53,750 -75 -0.1%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$968K 46,854 +34,299 +273%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$927K 44,831 -15,602 -26%
AWM
21
AE Wealth Management
Kansas
$785K 37,976 +6,329 +20%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$777K 37,613 +1,553 +4%
KAS
23
Kestra Advisory Services
Texas
$767K 37,125 +5,819 +19%
HAS
24
HBW Advisory Services
California
$718K 34,744 +6,366 +22%
KPWS
25
Kestra Private Wealth Services
Texas
$644K 31,180 -344 -1%
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