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First Trust NASDAQ 100 ex-Technology Sector Index Fund

40 hedge funds and large institutions have $89.2M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $83.7M → $89.2M (+$5.49M)

3% more funds holding

Funds holding: 3940 (+1)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

4.71% less ownership

Funds ownership: 69.28%64.56% (-4.7%)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$226K
Osaic Holdings
27
Osaic Holdings
Arizona
$204K +$154K +2,016 +310%
CF
28
Centaurus Financial
California
$171K +$52.9K +694 +45%
HIA
29
Harbor Investment Advisory
Maryland
$56.2K
CFGS
30
Concourse Financial Group Securities
Alabama
$51K -$35.2K -462 -41%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$43.3K +$32.2K +422 +291%
GRP
32
Global Retirement Partners
California
$38.2K +$38.1K +500 New
GWM
33
Geneos Wealth Management
Colorado
$30.5K
NA
34
NewEdge Advisors
Louisiana
$24.2K +$40.5K +531 New
BlackRock
35
BlackRock
New York
$17.2K
CA
36
CoreCap Advisors
Michigan
$9.92K +$9.91K +130 New
HI
37
Harbour Investments
Wisconsin
$7.63K
MWM
38
MinichMacGregor Wealth Management
New York
$3.13K +$3.13K +41 New
BWL
39
Bogart Wealth LLC
Virginia
$2.14K
William Blair & Company
40
William Blair & Company
Illinois
$765 +$762 +10 New
GA
41
Gateway Advisory
New Jersey
-$3.07M -43,940 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$1.55M -22,225 Closed
Jane Street
43
Jane Street
New York
-$1.41M -20,165 Closed
OBWG
44
Onyx Bridge Wealth Group
New York
-$643K -9,158 Closed
RJFSA
45
Raymond James Financial Services Advisors
Florida
-$291K -4,167 Closed
IA
46
IFP Advisors
Florida
-$13K -271 Closed
CIAS
47
Capital Investment Advisory Services
North Carolina
-$1K -12 Closed

QQXT Hedge Fund Activity: Q4 2022 in Review

40 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) for Q4 2022, worth a combined $89.2M — up 6.6% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QQXT positions and 8 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Kestra Private Wealth Services, opening a new position worth an estimated $5.21M. The largest seller was Gateway Advisory, exiting entirely with an estimated $3.07M sold.

  • 40 institutional investors held First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) as of Q4 2022, up from 39 in Q3 2022.
  • Funds reported $89.2M of First Trust NASDAQ 100 ex-Technology Sector Index Fund stock for Q4 2022, up 6.6% quarter-over-quarter.
  • 9 funds opened new First Trust NASDAQ 100 ex-Technology Sector Index Fund positions in Q4 2022 and 8 closed out, a net change of +1 holder.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund buyer in Q4 2022 was Kestra Private Wealth Services, an estimated $5.21M added.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund seller in Q4 2022 was Gateway Advisory, an estimated $3.07M sold.

Based on aggregated 13F filings for Q4 2022.