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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

88 hedge funds and large institutions have $135M invested in First Trust Nasdaq Bank ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+28
Holders Change %
+46.67%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
37
Increased
24
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.49M
4
TS
4
TradeWell Securities
Indiana
$7.18M
5
Wells Fargo
5
Wells Fargo
California
$9.04M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$326K
2
NA
2
NewEdge Advisors
Louisiana
$75.8K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$639K
5
TRCT
5
Tower Research Capital (TRC)
New York
$143K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.2M 603,281 +443,247 +277%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M 335,017 +335,017 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.49M 298,480 +277,591 +1,329%
Wells Fargo
4
Wells Fargo
California
$9.04M 284,113 +215,465 +314%
LPL Financial
5
LPL Financial
California
$8.25M 259,479 +25,003 +11%
SAM
6
Secure Asset Management
Michigan
$7.29M 229,155 -4,997 -2%
TS
7
TradeWell Securities
Indiana
$7.18M 225,869 +225,869 New
Bank of America
8
Bank of America
North Carolina
$6.68M 209,902 +93,149 +80%
WWM
9
Wagner Wealth Management
South Carolina
$5.34M 167,920 +855 +0.5%
Raymond James Financial
10
Raymond James Financial
Florida
$4.31M 135,523 +135,523 New
UBS Group
11
UBS Group
Switzerland
$4.06M 127,753 +111,596 +691%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.53M 111,062 +91,152 +458%
AssetMark Inc
13
AssetMark Inc
California
$3.51M 110,408 +109,952 +24,112%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.23M 101,580 +24,261 +31%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.43M 76,362 +41,370 +118%
Truist Financial
16
Truist Financial
North Carolina
$2.42M 76,011 +76,011 New
CAS
17
Coppell Advisory Solutions
Texas
$2.27M 70,897 +67,003 +1,721%
KAS
18
Kestra Advisory Services
Texas
$1.69M 53,098 +6,960 +15%
PFS
19
Prospera Financial Services
Texas
$1.61M 50,487 +39,533 +361%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$1.59M 50,000 +50,000 New
IAA
21
Independent Advisor Alliance
North Carolina
$1.58M 49,735 +49,735 New
AWM
22
AE Wealth Management
Kansas
$1.48M 46,438 +46,438 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.15M 35,997 +35,997 New
NP
24
Nilsine Partners
Colorado
$1.13M 35,489 +35,489 New
PA
25
PFG Advisors
Arizona
$1.02M 32,052 -62 -0.2%
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