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First Trust NASDAQ 100 ex-Technology Sector Index Fund

44 hedge funds and large institutions have $65.8M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 4344 (+1)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

18.45% less ownership

Funds ownership: 77.31%58.86% (-18%)

22% less capital invested

Capital invested by funds: $83.9M → $65.8M (-$18.2M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
26
Nova Wealth Management
Florida
$141K +$144K +1,516 New
EWA
27
EP Wealth Advisors
California
$112K +$115K +1,205 New
NA
28
NewEdge Advisors
Louisiana
$92K
Jones Financial Companies
29
Jones Financial Companies
Missouri
$84.3K +$36.2K +380 +72%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$69.4K -$2.48K -26 -3%
GRP
31
Global Retirement Partners
California
$65.5K
HIA
32
Harbor Investment Advisory
Maryland
$59.5K
SPIA
33
Steward Partners Investment Advisory
New York
$46.7K
Comerica Bank
34
Comerica Bank
Texas
$42.4K
MCM
35
MAI Capital Management
Ohio
$41.8K +$42.7K +449 New
PS
36
Principal Securities
Iowa
$17.7K
CA
37
CoreCap Advisors
Michigan
$12.1K
HI
38
Harbour Investments
Wisconsin
$9.31K +$9.52K +100 New
GBT
39
Grove Bank & Trust
Florida
$8.38K +$8.57K +90 New
BWL
40
Bogart Wealth LLC
Virginia
$2.61K
Russell Investments Group
41
Russell Investments Group
United Kingdom
$1.77K +$1.81K +19 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$1.12K
PIS
43
POM Investment Strategies
North Carolina
$1.02K
RFG
44
REAP Financial Group
Texas
$245 -$952 -10 -77%
IAIM
45
International Assets Investment Management
Florida
-$2.08K -193,559 Closed
CAM
46
Columbia Asset Management
Michigan
-$8.63M -40,928 Closed
FIA
47
Foundations Investment Advisors
Arizona
-$1.08M -11,604 Closed
Jane Street
48
Jane Street
New York
-$311K -3,346 Closed
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
-$41K -441 Closed
GWM
50
Geneos Wealth Management
Colorado
-$37.2K -400 Closed

QQXT Hedge Fund Activity: Q4 2024 in Review

44 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) for Q4 2024, worth a combined $65.8M — down 22% from $83.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QQXT positions and 6 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.73M. The largest seller was Columbia Asset Management, exiting entirely with an estimated $8.63M sold.

  • 44 institutional investors held First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) as of Q4 2024, up from 43 in Q3 2024.
  • Funds reported $65.8M of First Trust NASDAQ 100 ex-Technology Sector Index Fund stock for Q4 2024, down 22% quarter-over-quarter.
  • 8 funds opened new First Trust NASDAQ 100 ex-Technology Sector Index Fund positions in Q4 2024 and 6 closed out, a net change of +2 holders.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund buyer in Q4 2024 was Goldman Sachs, an estimated $5.73M added.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund seller in Q4 2024 was Columbia Asset Management, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2024.