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First Trust NASDAQ 100 ex-Technology Sector Index Fund
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Overview Fund Activity

71 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
71
Holders Change
+27
Holders Change %
+61.36%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
29
Increased
21
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$732M
2
Wells Fargo
2
Wells Fargo
California
$49.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.6M
4
Raymond James Financial
4
Raymond James Financial
Florida
$25M
5
ODG
5
O'Dell Group
Ohio
$21.4M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
PPWM
2
Paragon Private Wealth Management
Kentucky
$1.24M
3
KNW
3
Kesler Norman & Wride
Utah
$1.49M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$161K
5
WFA
5
WMG Financial Advisors
Tennessee
$489K
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
26
Transamerica Financial Advisors
Florida
$2.23M 22,547 +22,547 New
TWM
27
TriaGen Wealth Management
California
$2.21M 22,392 +22,392 New
Stifel Financial
28
Stifel Financial
Missouri
$2.13M 21,560 +16,829 +356%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.89M 19,113 +12,652 +196%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.64M 16,608 +16,608 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.59M 16,133 +10,367 +180%
KNW
32
Kesler Norman & Wride
Utah
$1.49M 15,066 -540 -3%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.41M 14,234 +9 +0.1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.37M 13,878 +13,878 New
PPWM
35
Paragon Private Wealth Management
Kentucky
$1.24M 12,594 -945 -7%
DIP
36
Davis Investment Partners
North Carolina
$1.13M 11,358 +361 +3%
TF
37
Tudor Financial
Ohio
$884K 8,950 +8,950 New
TCOO
38
Trust Company of Oklahoma
Oklahoma
$802K 8,116 +8,116 New
HA
39
HFG Advisors
Ohio
$744K 7,530 +7,530 New
MWM
40
MinichMacGregor Wealth Management
New York
$676K 6,842 +6,842 New
RIA
41
Realta Investment Advisors
Delaware
$631K 6,386 +6,386 New
HAM
42
Harmony Asset Management
Arizona
$523K 5,296 +5,296 New
WFA
43
WMG Financial Advisors
Tennessee
$489K 4,953 -346 -7%
KPWS
44
Kestra Private Wealth Services
Texas
$444K 4,494 -40 -0.9%
PAG
45
Private Advisor Group
New Jersey
$409K 4,141 +4,141 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$330K 3,337 +804 +32%
OIA
47
OneDigital Investment Advisors
Kansas
$290K 2,936 – –
KA
48
Kovack Advisors
Florida
$265K 2,681 +2,681 New
CA
49
Claro Advisors
Massachusetts
$236K 2,386 +2,386 New
KDA
50
Kraft Davis & Associates
Missouri
$218K 2,166 +2,166 New
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