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First Trust Nasdaq Bank ETF

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.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

200% more capital invested

Capital invested by funds: $45.1M → $135M (+$90.3M)

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

47% more funds holding

Funds holding: 6088 (+28)

44.61% more ownership

Funds ownership: 41.31%85.92% (+45%)

Holders
88
Holders Change
+28
Holders Change %
+46.67%
% of All Funds
1.16%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.2M +$14.2M +443,247 +277%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M +$10.7M +335,017 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.49M +$8.91M +277,591 +1,329%
Wells Fargo
4
Wells Fargo
California
$9.04M +$6.91M +215,465 +314%
LPL Financial
5
LPL Financial
California
$8.25M +$802K +25,003 +11%
SAM
6
Secure Asset Management
Michigan
$7.29M -$160K -4,997 -2%
TS
7
TradeWell Securities
Indiana
$7.18M +$7.25M +225,869 New
Bank of America
8
Bank of America
North Carolina
$6.68M +$2.99M +93,149 +80%
WWMSC
9
Wagner Wealth Management (South Carolina)
South Carolina
$5.34M +$27.4K +855 +0.5%
Raymond James Financial
10
Raymond James Financial
Florida
$4.31M +$4.35M +135,523 New
UBS Group
11
UBS Group
Switzerland
$4.06M +$3.58M +111,596 +691%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.53M +$2.92M +91,152 +458%
AssetMark Inc
13
AssetMark Inc
California
$3.51M +$3.53M +109,952 +24,112%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.23M +$778K +24,261 +31%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.43M +$1.33M +41,370 +118%
Truist Financial
16
Truist Financial
North Carolina
$2.42M +$2.44M +76,011 New
CAS
17
Coppell Advisory Solutions
Texas
$2.27M +$2.15M +67,003 +1,721%
KAS
18
Kestra Advisory Services
Texas
$1.69M +$223K +6,960 +15%
PFS
19
Prospera Financial Services
Texas
$1.61M +$1.27M +39,533 +361%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$1.59M +$1.6M +50,000 New
IAA
21
Independent Advisor Alliance
North Carolina
$1.58M +$1.6M +49,735 New
AWM
22
AE Wealth Management
Kansas
$1.48M +$1.49M +46,438 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.15M +$1.15M +35,997 New
NP
24
Nilsine Partners
Colorado
$1.13M +$1.14M +35,489 New
PA
25
PFG Advisors
Arizona
$1.02M -$1.99K -62 -0.2%

FTXO Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q4 2024, worth a combined $135M — up 200% from $45.1M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FTXO positions and 7 closed out — a net gain of 30 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was Susquehanna International Group, cutting an estimated $926K.

  • 88 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q4 2024, up from 60 in Q3 2024.
  • Funds reported $135M of First Trust Nasdaq Bank ETF stock for Q4 2024, up 200% quarter-over-quarter.
  • 37 funds opened new First Trust Nasdaq Bank ETF positions in Q4 2024 and 7 closed out, a net change of +30 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q4 2024 was Morgan Stanley, an estimated $14.2M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q4 2024 was Susquehanna International Group, an estimated $926K sold.

Based on aggregated 13F filings for Q4 2024.