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First Trust NASDAQ ABA Community Bank Index Fund

38 hedge funds and large institutions have $59.3M invested in First Trust NASDAQ ABA Community Bank Index Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+10
Holders Change %
+35.71%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
9
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.8M 377,780 +220,117 +140%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.02M 160,893 +134,490 +509%
LIA
3
Luken Investment Analytics
Tennessee
$6.02M 120,849 +120,849 New
LPL Financial
4
LPL Financial
California
$5.56M 111,628 +20,145 +22%
Bank of America
5
Bank of America
North Carolina
$4.79M 96,133 +64,100 +200%
UBS Group
6
UBS Group
Switzerland
$4.2M 84,257 +80,693 +2,264%
Goldman Sachs
7
Goldman Sachs
New York
$2.02M 40,520 +40,520 New
KTA
8
Keeley-Teton Advisors
Illinois
$1.75M 35,020
Wells Fargo
9
Wells Fargo
California
$1.31M 26,262 -5,937 -18%
Stifel Financial
10
Stifel Financial
Missouri
$748K 15,016 +15,016 New
GWM
11
Greenwich Wealth Management
Connecticut
$703K 14,112 +3,672 +35%
Osaic Holdings
12
Osaic Holdings
Arizona
$625K 12,540 -14,939 -54%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$590K 11,833 +11,833 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$588K 11,801 -26,377 -69%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$569K 11,412 -1,053 -8%
CCM
16
Cutler Capital Management
Massachusetts
$444K 8,901 +2 +0%
SFM
17
Signet Financial Management
New Jersey
$440K 8,829 -1,052 -11%
ST
18
Spinnaker Trust
Maine
$437K 8,765
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$353K 7,090 -606 -8%
JIP
20
Jaffetilchin Investment Partners
Florida
$322K 6,457 +6,457 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$302K 6,059 +6,059 New
RJA
22
Raymond James & Associates
Florida
$209K 4,189 +4,189 New
HI
23
Harbour Investments
Wisconsin
$159K 3,189 +2,416 +313%
HWA
24
HHM Wealth Advisors
Tennessee
$104K 2,090
IBOK
25
Independence Bank of Kentucky
Kentucky
$34.9K 700