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First Trust NASDAQ 100 ex-Technology Sector Index Fund

65 hedge funds and large institutions have $165M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% less funds holding

Funds holding: 7765 (-12)

16.53% less ownership

Funds ownership: 93.85%77.33% (-17%)

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

57% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 28

84% less capital invested

Capital invested by funds: $1.03B → $165M (-$866M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
-12
Holders Change %
-15.58%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
12
Reduced
28
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.03M -$720K -7,278 -41%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.02M -$3.47M -35,065 -77%
RIA
28
Regal Investment Advisors
Michigan
$815K +$52.4K +530 +7%
HA
29
HFG Advisors
Ohio
$798K +$33.2K +336 +4%
Citadel Advisors
30
Citadel Advisors
Florida
$607K +$604K +6,107 New
NA
31
NewEdge Advisors
Louisiana
$487K -$19M -192,568 -98%
SIS
32
Sound Income Strategies
Florida
$464K +$457K +4,618 New
Marshall Wace
33
Marshall Wace
United Kingdom
$434K +$432K +4,365 New
KPWS
34
Kestra Private Wealth Services
Texas
$407K -$19.3K -195 -5%
TSS
35
Two Sigma Securities
New York
$368K +$366K +3,706 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$335K -$24.8K -251 -7%
HAM
37
Harmony Asset Management
Arizona
$319K -$69.4K -702 -18%
KAS
38
Kestra Advisory Services
Texas
$311K +$2.37K +24 +0.8%
P
39
&Partners
Tennessee
$292K +$442K +4,469 New
OIA
40
OneDigital Investment Advisors
Kansas
$292K
IFG
41
Independent Financial Group
California
$263K +$262K +2,647 New
SPIA
42
Steward Partners Investment Advisory
New York
$223K
KDA
43
Kraft Davis & Associates
Missouri
$218K
IAIM
44
International Assets Investment Management
Florida
$207K
Osaic Holdings
45
Osaic Holdings
Arizona
$188K -$60.1K -608 -24%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$168K -$9.89K -100 -6%
NWM
47
Nova Wealth Management
Florida
$152K +$198 +2 +0.1%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$112K -$1.58M -16,005 -93%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$76K -$2.97K -30 -4%
GRP
50
Global Retirement Partners
California
$69.9K