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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

69 hedge funds and large institutions have $92.5M invested in First Trust Nasdaq Bank ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
69
Holders Change
-9
Holders Change %
-11.54%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
17
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
2
UBS Group
2
UBS Group
Switzerland
$8.17M
3
SAM
3
Secure Asset Management
Michigan
$11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.41M
5
PA
5
PFG Advisors
Arizona
$346K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$687K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.06M
3
CA
3
Cetera Advisors
Colorado
$443K
4
LPL Financial
4
LPL Financial
California
$9.97M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$323K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.1M 953,424 +459,356 +93%
SAM
2
Secure Asset Management
Michigan
$11M 434,708 +170,041 +64%
LPL Financial
3
LPL Financial
California
$9.97M 394,800 -37,613 -9%
UBS Group
4
UBS Group
Switzerland
$8.17M 323,259 +194,180 +150%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.21M 166,676 -17,318 -9%
Wells Fargo
6
Wells Fargo
California
$3.66M 144,738 -11,718 -7%
Bank of America
7
Bank of America
North Carolina
$3.15M 124,757 -79 -0.1%
Ameriprise
8
Ameriprise
Minnesota
$2.1M 83,036 -3,247 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.06M 81,624 -57,907 -42%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.94M 76,614 -920 -1%
CAS
11
Coppell Advisory Solutions
Texas
$1.52M 60,140 -6,426 -10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.41M 55,697 +26,660 +92%
SCA
13
Snowden Capital Advisors
New York
$1.3M 51,355 -2,395 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.22M 48,354 +3,523 +8%
AAS
15
Avantax Advisory Services
Texas
$1.21M 47,870 -7,752 -14%
HAS
16
HBW Advisory Services
California
$1.03M 40,615 +5,871 +17%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$941K 37,243 -25,077 -40%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$902K 35,706 -30,732 -46%
Citadel Advisors
19
Citadel Advisors
Florida
$898K 35,538 +12,927 +57%
RJA
20
Raymond James & Associates
Florida
$866K 34,303 -26,197 -43%
KAS
21
Kestra Advisory Services
Texas
$841K 33,296 -3,829 -10%
TRCT
22
Tower Research Capital (TRC)
New York
$760K 30,079 +8,533 +40%
IWM
23
Iams Wealth Management
Nebraska
$751K 29,716 +162 +0.5%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$732K 28,983 +4,637 +19%
Goldman Sachs
25
Goldman Sachs
New York
$710K 28,091 -2,175 -7%
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