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First Trust Nasdaq Bank ETF

115 hedge funds and large institutions have $186M invested in First Trust Nasdaq Bank ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

19% more funds holding

Funds holding: 97115 (+18)

7% more capital invested

Capital invested by funds: $174M → $186M (+$12.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.7% less ownership

Funds ownership: 69.72%68.02% (-1.7%)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

Holders
115
Holders Change
+18
Holders Change %
+18.56%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
30
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$27.1M -$1.19M -33,243 -4%
Morgan Stanley
2
Morgan Stanley
New York
$19.3M +$251K +7,049 +1%
Wells Fargo
3
Wells Fargo
California
$17M +$2.33M +65,420 +17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10M -$3.52M -98,744 -27%
Bank of America
5
Bank of America
North Carolina
$9.86M +$2M +56,094 +27%
UBS Group
6
UBS Group
Switzerland
$7.89M -$887K -24,892 -11%
TS
7
TradeWell Securities
Indiana
$6.67M -$565K -15,862 -8%
WWMSC
8
Wagner Wealth Management (South Carolina)
South Carolina
$5.99M +$20.5K +575 +0.4%
Raymond James Financial
9
Raymond James Financial
Florida
$5.55M -$1.85M -52,003 -26%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.48M -$862K -24,179 -14%
OC
11
Oppenheimer & Co
New York
$4.47M +$4.21M +118,163 New
Truist Financial
12
Truist Financial
North Carolina
$3.92M -$33K -925 -0.9%
AssetMark Inc
13
AssetMark Inc
California
$3.86M -$1.51M -42,370 -29%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.73M -$3.26M -91,520 -48%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.55M +$730K +20,470 +28%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.42M -$332K -9,324 -9%
NA
17
NewEdge Advisors
Louisiana
$3.08M +$2M +55,971 +220%
Goldman Sachs
18
Goldman Sachs
New York
$2.9M +$2.02M +56,699 +282%
PA
19
PFG Advisors
Arizona
$2.7M -$48.9K -1,371 -2%
BEI
20
Benjamin Edwards Inc
Missouri
$2.42M +$448K +12,570 +24%
KAS
21
Kestra Advisory Services
Texas
$2.35M -$3.6K -101 -0.2%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.58M +$359K +10,063 +32%
Stifel Financial
23
Stifel Financial
Missouri
$1.49M +$678K +19,015 +93%
IA
24
IFP Advisors
Florida
$1.45M -$90.1K -2,526 -6%
SCA
25
Snowden Capital Advisors
New York
$1.4M +$23.5K +658 +2%