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First Trust Nasdaq Bank ETF

96 hedge funds and large institutions have $158M invested in First Trust Nasdaq Bank ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $135M → $158M (+$22.5M)

9% more funds holding

Funds holding: 8896 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15.76% less ownership

Funds ownership: 85.92%70.16% (-16%)

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
37
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.8M +$10.1M +310,602 +51%
LPL Financial
2
LPL Financial
California
$16M +$8.66M +267,124 +103%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M +$720K +22,207 +7%
Wells Fargo
4
Wells Fargo
California
$10.5M +$1.99M +61,281 +22%
UBS Group
5
UBS Group
Switzerland
$8.63M +$5.06M +156,040 +122%
Raymond James Financial
6
Raymond James Financial
Florida
$7.51M +$3.62M +111,644 +82%
Bank of America
7
Bank of America
North Carolina
$6.65M +$291K +8,994 +4%
TS
8
TradeWell Securities
Indiana
$6.65M -$236K -7,272 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.64M -$2.59M -79,962 -27%
WWMSC
10
Wagner Wealth Management (South Carolina)
South Carolina
$4.83M -$298K -9,201 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.03M +$697K +21,508 +19%
AssetMark Inc
12
AssetMark Inc
California
$3.53M +$183K +5,641 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.53M +$467K +14,413 +14%
Truist Financial
14
Truist Financial
North Carolina
$3.25M +$997K +30,765 +40%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.63M +$334K +10,295 +13%
KAS
16
Kestra Advisory Services
Texas
$1.74M +$135K +4,158 +8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.69M +$1.47M +45,463 +444%
PA
18
PFG Advisors
Arizona
$1.63M +$698K +21,557 +67%
PFS
19
Prospera Financial Services
Texas
$1.58M +$44.4K +1,371 +3%
AWM
20
AE Wealth Management
Kansas
$1.36M -$56.8K -1,754 -4%
IA
21
IFP Advisors
Florida
$1.24M +$1.32M +40,866 New
NP
22
Nilsine Partners
Colorado
$1.16M +$83.6K +2,579 +7%
BEI
23
Benjamin Edwards Inc
Missouri
$1.14M +$307K +9,465 +34%
IWM
24
Iams Wealth Management
Nebraska
$1.13M +$1.21M +37,243 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.13M +$36.5K +1,126 +3%

FTXO Hedge Fund Activity: Q1 2025 in Review

96 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q1 2025, worth a combined $158M — up 17% from $135M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTXO positions and 11 closed out — a net gain of 9 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Secure Asset Management, exiting entirely with an estimated $7.29M sold.

  • 96 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q1 2025, up from 88 in Q4 2024.
  • Funds reported $158M of First Trust Nasdaq Bank ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 20 funds opened new First Trust Nasdaq Bank ETF positions in Q1 2025 and 11 closed out, a net change of +9 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.1M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q1 2025 was Secure Asset Management, an estimated $7.29M sold.

Based on aggregated 13F filings for Q1 2025.