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First Trust Nasdaq Transportation ETF

28 hedge funds and large institutions have $14M invested in First Trust Nasdaq Transportation ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $12.4M → $14M (+$1.61M)

5.28% more ownership

Funds ownership: 43.89%49.17% (+5.3%)

0% more funds holding

Funds holding: 2828 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$3.6M
WA
2
Win Advisors
Florida
$2.74M +$2.59M +86,501 New
Morgan Stanley
3
Morgan Stanley
New York
$2M -$251K -8,373 -12%
LPL Financial
4
LPL Financial
California
$1.54M +$51.7K +1,724 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$891K -$12.3K -411 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$527K +$500K +16,675 New
PFS
7
Prospera Financial Services
Texas
$487K +$461K +15,383 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$437K
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$342K -$37.3K -1,243 -10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$287K +$1.62K +54 +0.6%
Osaic Holdings
11
Osaic Holdings
Arizona
$252K +$214K +7,148 +880%
UBS Group
12
UBS Group
Switzerland
$238K +$198K +6,601 +714%
HighTower Advisors
13
HighTower Advisors
Illinois
$209K -$6K -200 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$169K -$132K -4,407 -45%
GWM
15
Geneos Wealth Management
Colorado
$56.9K -$18K -600 -25%
NA
16
NewEdge Advisors
Louisiana
$40.3K -$1.71K -57 -4%
CIAS
17
Capital Investment Advisory Services
North Carolina
$37.6K
FWP
18
FAS Wealth Partners
Kansas
$33.8K +$210 +7 +0.7%
HI
19
Harbour Investments
Wisconsin
$31.6K
AP
20
Atwood & Palmer
Missouri
$30.8K
PS
21
Principal Securities
Iowa
$19.1K +$18.1K +604 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$14K
MIM
23
MTM Investment Management
South Carolina
$9.64K
TFA
24
Transamerica Financial Advisors
Florida
$3.71K
MCM
25
MAI Capital Management
Ohio
$3.16K

FTXR Hedge Fund Activity: Q2 2025 in Review

28 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Transportation ETF (FTXR) for Q2 2025, worth a combined $14M — up 13% from $12.4M a quarter earlier.

Fund positioning in FTXR was balanced in Q2 2025: 6 funds opened new positions, 6 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $2.59M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.4M sold.

  • 28 institutional investors held First Trust Nasdaq Transportation ETF (FTXR) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $14M of First Trust Nasdaq Transportation ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 6 funds opened new First Trust Nasdaq Transportation ETF positions in Q2 2025 and 6 closed out, a net change of 0 holders.
  • The largest First Trust Nasdaq Transportation ETF buyer in Q2 2025 was Win Advisors, an estimated $2.59M added.
  • The largest First Trust Nasdaq Transportation ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.4M sold.

Based on aggregated 13F filings for Q2 2025.