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First Trust Nasdaq Bank ETF

122 hedge funds and large institutions have $244M invested in First Trust Nasdaq Bank ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

31% more capital invested

Capital invested by funds: $186M → $244M (+$57.2M)

6% more funds holding

Funds holding: 115122 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

46.28% less ownership

Funds ownership: 68.02%21.74% (-46%)

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
40
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$30.7M +$15.1M +398,864 +89%
LPL Financial
2
LPL Financial
California
$25.3M -$664K -17,559 -2%
Morgan Stanley
3
Morgan Stanley
New York
$22M +$3.68M +97,211 +19%
Two Sigma Investments
4
Two Sigma Investments
New York
$13.5M +$14.1M +372,500 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M +$7.69M +203,378 +216%
Bank of America
6
Bank of America
North Carolina
$10.4M +$1.03M +27,273 +10%
Raymond James Financial
7
Raymond James Financial
Florida
$10.2M +$5.14M +136,019 +93%
UBS Group
8
UBS Group
Switzerland
$7.96M +$427K +11,279 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.31M -$2.38M -62,935 -24%
TS
10
TradeWell Securities
Indiana
$6.08M -$315K -8,322 -5%
Ameriprise
11
Ameriprise
Minnesota
$5.76M +$5.47M +144,546 +990%
AWA
12
Arkadios Wealth Advisors
Georgia
$5.7M +$5.96M +157,712 New
WWMSC
13
Wagner Wealth Management (South Carolina)
South Carolina
$5.68M -$56.5K -1,495 -0.9%
NA
14
NewEdge Advisors
Louisiana
$5.43M +$2.59M +68,593 +84%
DWP
15
Daymark Wealth Partners
Ohio
$4.69M +$4.9M +129,645 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.67M -$599K -15,841 -11%
Goldman Sachs
17
Goldman Sachs
New York
$3.87M +$1.14M +30,276 +39%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.67M +$99.3K +2,627 +3%
TRCT
19
Tower Research Capital (TRC)
New York
$3.6M +$3.5M +92,456 +1,308%
Truist Financial
20
Truist Financial
North Carolina
$3.3M -$482K -12,746 -12%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.27M -$11.9K -314 -0.3%
OC
22
Oppenheimer & Co
New York
$3.24M -$1.08M -28,573 -24%
PA
23
PFG Advisors
Arizona
$3.17M +$618K +16,346 +23%
AssetMark Inc
24
AssetMark Inc
California
$2.89M -$848K -22,416 -22%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.84M +$1.6M +42,439 +118%

FTXO Hedge Fund Activity: Q1 2026 in Review

122 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Bank ETF (FTXO) for Q1 2026, worth a combined $244M — up 31% from $186M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FTXO positions and 13 closed out — a net gain of 12 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $2.38M.

  • 122 institutional investors held First Trust Nasdaq Bank ETF (FTXO) as of Q1 2026, up from 115 in Q4 2025.
  • Funds reported $244M of First Trust Nasdaq Bank ETF stock for Q1 2026, up 31% quarter-over-quarter.
  • 25 funds opened new First Trust Nasdaq Bank ETF positions in Q1 2026 and 13 closed out, a net change of +12 holders.
  • The largest First Trust Nasdaq Bank ETF buyer in Q1 2026 was Wells Fargo, an estimated $15.1M added.
  • The largest First Trust Nasdaq Bank ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q1 2026.