First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
34 hedge funds and large institutions have $64M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
6% more funds holding
Funds holding: 32 → 34 (+2)
6% more capital invested
Capital invested by funds: $60.6M → $64M (+$3.48M)
1.11% more ownership
Funds ownership: 61.51% → 62.62% (+1.1%)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$658K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$604K |
| 3 |
OC
Oppenheimer & Co
New York
|
+$404K |
| 4 |
Morgan Stanley
New York
|
+$262K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$417K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$348K |
| 3 |
Goldman Sachs
New York
|
-$144K |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$114K |
| 5 |
SG Americas Securities
New York
|
-$97.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $11K | -$94 | -2 | -0.9% |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $11K | – | – | – |
|
|
FANJ
28
Financial Architects (New Jersey)
Marlton,
New Jersey
| $10K | – | – | – |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $10K | +$9.63K | +204 | New |
|
|
TIM
30
Tortoise Investment Management
White Plains,
New York
| $9K | – | – | – |
|
|
MFW
31
Mosaic Family Wealth
St. Louis,
Missouri
| $6K | – | – | – |
|
32
US Bancorp
Minneapolis,
Minnesota
| $5K | – | – | – |
|
|
BWL
33
Bogart Wealth LLC
Mclean,
Virginia
| $1K | – | – | – |
|
|
34
Ameriprise
Minneapolis,
Minnesota
| – | -$417K | -8,901 | Closed |
|
QQXT Hedge Fund Activity: Q4 2017 in Review
34 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) for Q4 2017, worth a combined $64M — up 5.8% from $60.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QQXT positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $658K. The largest seller was Ameriprise, exiting entirely with an estimated $417K sold.
- 34 institutional investors held First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) as of Q4 2017, up from 32 in Q3 2017.
- Funds reported $64M of First Trust NASDAQ 100 ex-Technology Sector Index Fund stock for Q4 2017, up 5.8% quarter-over-quarter.
- 3 funds opened new First Trust NASDAQ 100 ex-Technology Sector Index Fund positions in Q4 2017 and 1 closed out, a net change of +2 holders.
- The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund buyer in Q4 2017 was Wells Fargo, an estimated $658K added.
- The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund seller in Q4 2017 was Ameriprise, an estimated $417K sold.
Based on aggregated 13F filings for Q4 2017.