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First Trust Nasdaq Bank ETF

98 hedge funds and large institutions have $157M invested in First Trust Nasdaq Bank ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

2% more funds holding

Funds holding: 9698 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $158M → $157M (-$822K)

2.75% less ownership

Funds ownership: 70.16%67.41% (-2.7%)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% 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
14
Increased
35
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.4M +$2.74M +90,949 +17%
Morgan Stanley
2
Morgan Stanley
New York
$20.2M -$9.11M -302,672 -33%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.9M +$96.5K +3,205 +0.9%
Wells Fargo
4
Wells Fargo
California
$9.17M -$2.04M -67,889 -20%
UBS Group
5
UBS Group
Switzerland
$7.91M -$1.33M -44,312 -16%
TS
6
TradeWell Securities
Indiana
$6.82M -$364K -12,084 -6%
WWMSC
7
Wagner Wealth Management (South Carolina)
South Carolina
$5.5M +$238K +7,911 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.37M -$1.68M -55,910 -26%
Raymond James Financial
9
Raymond James Financial
Florida
$5.36M -$2.55M -84,841 -34%
Bank of America
10
Bank of America
North Carolina
$5.22M -$1.83M -60,845 -28%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.9M +$477K +15,829 +12%
AssetMark Inc
12
AssetMark Inc
California
$4.67M +$767K +25,477 +22%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.71M +$769K +25,559 +29%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.54M -$269K -8,940 -8%
Truist Financial
15
Truist Financial
North Carolina
$3.53M +$1.75K +58 +0.1%
PA
16
PFG Advisors
Arizona
$2.17M +$364K +12,094 +23%
KAS
17
Kestra Advisory Services
Texas
$2.01M +$108K +3,583 +6%
FTUS
18
Flow Traders U.S.
New York
$1.98M +$1.81M +60,055 New
PFS
19
Prospera Financial Services
Texas
$1.71M +$1.14K +38 +0.1%
BEI
20
Benjamin Edwards Inc
Missouri
$1.5M +$243K +8,070 +22%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.49M +$1.36M +45,100 New
IA
22
IFP Advisors
Florida
$1.32M -$28.3K -940 -2%
NP
23
Nilsine Partners
Colorado
$1.27M +$14.2K +472 +1%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.27M +$96K +3,190 +9%
WIA
25
World Investment Advisors
California
$1.24M +$185K +6,142 +20%

FTXO Hedge Fund Activity: Q2 2025 in Review

98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q2 2025, worth a combined $157M — down 0.52% from $158M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTXO positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.74M. The largest seller was Morgan Stanley, cutting an estimated $9.11M.

  • 98 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q2 2025, up from 96 in Q1 2025.
  • Funds reported $157M of First Trust Nasdaq Bank ETF stock for Q2 2025, down 0.52% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Bank ETF positions in Q2 2025 and 11 closed out, a net change of +3 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q2 2025 was LPL Financial, an estimated $2.74M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q2 2025 was Morgan Stanley, an estimated $9.11M sold.

Based on aggregated 13F filings for Q2 2025.