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First Trust Nasdaq Bank ETF

97 hedge funds and large institutions have $174M invested in First Trust Nasdaq Bank ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $157M → $174M (+$16.7M)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

2.31% more ownership

Funds ownership: 67.41%69.72% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
32
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.7M +$4.6M +132,202 +21%
Morgan Stanley
2
Morgan Stanley
New York
$18M -$3.73M -107,084 -18%
Wells Fargo
3
Wells Fargo
California
$13.7M +$3.7M +106,160 +38%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M +$121K +3,469 +1%
UBS Group
5
UBS Group
Switzerland
$8.32M -$201K -5,770 -2%
Bank of America
6
Bank of America
North Carolina
$7.29M +$1.63M +46,736 +30%
Raymond James Financial
7
Raymond James Financial
Florida
$7.09M +$1.28M +36,648 +23%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.77M +$2.72M +78,023 +70%
TS
9
TradeWell Securities
Indiana
$6.76M -$493K -14,152 -7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$6.02M +$723K +20,773 +14%
WWMSC
11
Wagner Wealth Management (South Carolina)
South Carolina
$5.62M -$303K -8,696 -5%
AssetMark Inc
12
AssetMark Inc
California
$5.15M +$109K +3,120 +2%
Truist Financial
13
Truist Financial
North Carolina
$3.73M -$71.1K -2,043 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.56M -$248K -7,126 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.62M -$3.1M -89,020 -55%
PA
16
PFG Advisors
Arizona
$2.59M +$244K +7,013 +11%
KAS
17
Kestra Advisory Services
Texas
$2.22M +$51.4K +1,476 +2%
PFS
18
Prospera Financial Services
Texas
$1.96M +$108K +3,110 +6%
BEI
19
Benjamin Edwards Inc
Missouri
$1.83M +$208K +5,970 +13%
Two Sigma Investments
20
Two Sigma Investments
New York
$1.59M -$17.4K -500 -1%
IA
21
IFP Advisors
Florida
$1.45M +$29.3K +841 +2%
WIA
22
World Investment Advisors
California
$1.33M -$3.1K -89 -0.2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.32M +$22K +631 +2%
NP
24
Nilsine Partners
Colorado
$1.31M -$60.9K -1,751 -5%
SCA
25
Snowden Capital Advisors
New York
$1.3M +$122K +3,507 +11%

FTXO Hedge Fund Activity: Q3 2025 in Review

97 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q3 2025, worth a combined $174M — up 11% from $157M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FTXO positions and 15 closed out — a net gain of 2 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.6M. The largest seller was Morgan Stanley, cutting an estimated $3.73M.

  • 97 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q3 2025, down from 98 in Q2 2025.
  • Funds reported $174M of First Trust Nasdaq Bank ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 17 funds opened new First Trust Nasdaq Bank ETF positions in Q3 2025 and 15 closed out, a net change of +2 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q3 2025 was LPL Financial, an estimated $4.6M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q3 2025 was Morgan Stanley, an estimated $3.73M sold.

Based on aggregated 13F filings for Q3 2025.