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First Trust Nasdaq Bank ETF
FTXO

Overview Fund Activity

94 hedge funds and large institutions have $157M invested in First Trust Nasdaq Bank ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
36
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.8M
2
LPL Financial
2
LPL Financial
California
$16M
3
UBS Group
3
UBS Group
Switzerland
$8.63M
4
Raymond James Financial
4
Raymond James Financial
Florida
$7.51M
5
Wells Fargo
5
Wells Fargo
California
$10.5M

Top Sellers

1
SAM
1
Secure Asset Management
Michigan
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.64M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
CAS
5
Coppell Advisory Solutions
Texas
$991K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.8M 913,883 +310,602 +51%
LPL Financial
2
LPL Financial
California
$16M 526,603 +267,124 +103%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M 357,224 +22,207 +7%
Wells Fargo
4
Wells Fargo
California
$10.5M 345,394 +61,281 +22%
UBS Group
5
UBS Group
Switzerland
$8.63M 283,793 +156,040 +122%
Raymond James Financial
6
Raymond James Financial
Florida
$7.51M 247,167 +111,644 +82%
Bank of America
7
Bank of America
North Carolina
$6.65M 218,896 +8,994 +4%
TS
8
TradeWell Securities
Indiana
$6.65M 218,597 -7,272 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.64M 218,518 -79,962 -27%
WWM
10
Wagner Wealth Management
South Carolina
$4.83M 158,719 -9,201 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.03M 132,570 +21,508 +19%
AssetMark Inc
12
AssetMark Inc
California
$3.53M 116,049 +5,641 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.53M 115,993 +14,413 +14%
Truist Financial
14
Truist Financial
North Carolina
$3.25M 106,776 +30,765 +40%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.63M 86,657 +10,295 +13%
KAS
16
Kestra Advisory Services
Texas
$1.74M 57,256 +4,158 +8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.69M 55,707 +45,463 +444%
PA
18
PFG Advisors
Arizona
$1.63M 53,609 +21,557 +67%
PFS
19
Prospera Financial Services
Texas
$1.58M 51,858 +1,371 +3%
AWM
20
AE Wealth Management
Kansas
$1.36M 44,684 -1,754 -4%
IA
21
IFP Advisors
Florida
$1.24M 40,866 +40,866 New
NP
22
Nilsine Partners
Colorado
$1.16M 38,068 +2,579 +7%
BEI
23
Benjamin Edwards Inc
Missouri
$1.14M 37,421 +9,465 +34%
IWM
24
Iams Wealth Management
Nebraska
$1.13M 37,243 +37,243 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.13M 37,123 +1,126 +3%
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