First Trust Nasdaq Transportation ETF
FTXR
32 hedge funds and large institutions have $15.8M invested in First Trust Nasdaq Transportation ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 3 closing their positions.
1.01% more ownership
Funds ownership: 47.25% → 48.26% (+1%)
4% more capital invested
Capital invested by funds: $15.1M → $15.8M (+$616K)
3% less funds holding
Funds holding: 33 → 32 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
59% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$782K |
| 2 |
LPL Financial
San Diego,
California
|
+$300K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$258K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$218K |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.53M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$167K |
| 3 |
KF
KKM Financial
Chicago,
Illinois
|
-$140K |
| 4 |
Goldman Sachs
New York
|
-$109K |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$31.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $20.6K | -$24.1K | -700 | -54% |
|
|
MIM
27
MTM Investment Management
Spartanburg,
South Carolina
| $10.5K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $6.71K | +$69 | +2 | +1% |
|
|
TFA
29
Transamerica Financial Advisors
St. Petersburg,
Florida
| $5K | -$378 | -11 | -9% |
|
|
MCM
30
MAI Capital Management
Independence,
Ohio
| $3.44K | +$3.44K | +100 | New |
|
|
CAL
31
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $1K | – | – | – |
|
|
CAS
32
Coppell Advisory Solutions
Coppell,
Texas
| $830 | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.53M | -47,818 | Closed |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$11K | -357 | Closed |
|
35
Bank of America
Charlotte,
North Carolina
| – | -$8.14K | -254 | Closed |
|
FTXR Hedge Fund Activity: Q4 2024 in Review
32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Transportation ETF (FTXR) for Q4 2024, worth a combined $15.8M — up 4.1% from $15.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FTXR and 2 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 7 added.
The largest buyer was Morgan Stanley, adding an estimated $782K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.53M sold.
- 32 institutional investors held First Trust Nasdaq Transportation ETF (FTXR) as of Q4 2024, down from 33 in Q3 2024.
- Funds reported $15.8M of First Trust Nasdaq Transportation ETF stock for Q4 2024, up 4.1% quarter-over-quarter.
- 2 funds opened new First Trust Nasdaq Transportation ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
- The largest First Trust Nasdaq Transportation ETF buyer in Q4 2024 was Morgan Stanley, an estimated $782K added.
- The largest First Trust Nasdaq Transportation ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.53M sold.
Based on aggregated 13F filings for Q4 2024.