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First Trust NASDAQ 100 ex-Technology Sector Index Fund

48 hedge funds and large institutions have $122M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 5048 (-2)

5.87% less ownership

Funds ownership: 75.84%69.97% (-5.9%)

18% less capital invested

Capital invested by funds: $150M → $122M (-$27.5M)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
16
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
-$810K -9,608 Closed
LS
52
Leelyn Smith
Illinois
-$525K -6,228 Closed
CF
53
Centaurus Financial
California
-$139K -1,645 Closed
TAM
54
Tucker Asset Management
Colorado
-$6.07K -72 Closed

QQXT Hedge Fund Activity: Q3 2023 in Review

48 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) for Q3 2023, worth a combined $122M — down 18% from $150M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of QQXT and 4 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 16 added.

The largest buyer was LPL Financial, adding an estimated $941K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.2M.

  • 48 institutional investors held First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) as of Q3 2023, down from 50 in Q2 2023.
  • Funds reported $122M of First Trust NASDAQ 100 ex-Technology Sector Index Fund stock for Q3 2023, down 18% quarter-over-quarter.
  • 4 funds opened new First Trust NASDAQ 100 ex-Technology Sector Index Fund positions in Q3 2023 and 6 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund buyer in Q3 2023 was LPL Financial, an estimated $941K added.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2023.