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First Trust Nasdaq Transportation ETF

28 hedge funds and large institutions have $12.4M invested in First Trust Nasdaq Transportation ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.36% less ownership

Funds ownership: 48.26%43.89% (-4.4%)

13% less funds holding

Funds holding: 3228 (-4)

21% less capital invested

Capital invested by funds: $15.8M → $12.4M (-$3.38M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$3.38M -$1.69K -51 -0%
Morgan Stanley
2
Morgan Stanley
New York
$2.13M -$1.06M -31,937 -31%
Citadel Advisors
3
Citadel Advisors
Florida
$1.4M +$807K +24,370 +107%
LPL Financial
4
LPL Financial
California
$1.39M -$101K -3,046 -6%
BEI
5
Benjamin Edwards Inc
Missouri
$946K +$4.37K +132 +0.4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$849K +$497K +15,007 +111%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$410K +$458K +13,822 New
CCB
8
Cutter & Co Brokerage
Missouri
$398K -$6.19K -187 -1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$358K -$82.2K -2,481 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$290K +$323K +9,753 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$268K -$29K -874 -9%
HighTower Advisors
12
HighTower Advisors
Illinois
$202K -$117K -3,521 -34%
GWM
13
Geneos Wealth Management
Colorado
$71.3K +$59.6K +1,800 +300%
NA
14
NewEdge Advisors
Louisiana
$39.5K
CIAS
15
Capital Investment Advisory Services
North Carolina
$35.3K -$24.8K -750 -39%
FWP
16
FAS Wealth Partners
Kansas
$31.5K +$132 +4 +0.4%
HI
17
Harbour Investments
Wisconsin
$29.7K
AP
18
Atwood & Palmer
Missouri
$28.9K
UBS Group
19
UBS Group
Switzerland
$27.5K -$37.5K -1,133 -55%
Osaic Holdings
20
Osaic Holdings
Arizona
$24.1K -$80.5K -2,429 -75%
Wells Fargo
21
Wells Fargo
California
$17.8K -$511K -15,438 -96%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$14.8K +$16.6K +500 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$13K -$248K -7,490 -94%
MIM
24
MTM Investment Management
South Carolina
$9.1K
AWM
25
AE Wealth Management
Kansas
$6.38K +$7.12K +215 New

FTXR Hedge Fund Activity: Q1 2025 in Review

28 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Transportation ETF (FTXR) for Q1 2025, worth a combined $12.4M — down 21% from $15.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FTXR and 5 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 5 added.

The largest buyer was Citadel Advisors, adding an estimated $807K. The largest seller was Morgan Stanley, cutting an estimated $1.06M.

  • 28 institutional investors held First Trust Nasdaq Transportation ETF (FTXR) as of Q1 2025, down from 32 in Q4 2024.
  • Funds reported $12.4M of First Trust Nasdaq Transportation ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 5 funds opened new First Trust Nasdaq Transportation ETF positions in Q1 2025 and 9 closed out, a net change of -4 holders.
  • The largest First Trust Nasdaq Transportation ETF buyer in Q1 2025 was Citadel Advisors, an estimated $807K added.
  • The largest First Trust Nasdaq Transportation ETF seller in Q1 2025 was Morgan Stanley, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2025.