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First Trust NASDAQ 100 ex-Technology Sector Index Fund

40 hedge funds and large institutions have $85.2M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.3M 251,554 -12,594 -5%
Wells Fargo
2
Wells Fargo
California
$11.4M 128,549 +2,588 +2%
UBS Group
3
UBS Group
Switzerland
$5.52M 62,321 -1,855 -3%
CAM
4
Columbia Asset Management
Michigan
$5.52M 34,831 -222 -0.6%
RJA
5
Raymond James & Associates
Florida
$5.21M 58,778 -679 -1%
Bank of America
6
Bank of America
North Carolina
$4.03M 45,448 -139,392 -75%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.89M 43,842 -1,757 -4%
NFC
8
Northeast Financial Consultants
Connecticut
$3.7M 41,746
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.2M 36,051 -369 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.02M 34,077 -2,224 -6%
Goldman Sachs
11
Goldman Sachs
New York
$2.69M 30,311 +17,629 +139%
OC
12
Oppenheimer & Co
New York
$1.96M 22,072 -9,148 -29%
PPWM
13
Paragon Private Wealth Management
Kentucky
$1.95M 21,961 +21,961 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.7M 19,132 -245 -1%
Truist Financial
15
Truist Financial
North Carolina
$1.43M 16,096 +266 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.36M 15,320 +15,320 New
LPL Financial
17
LPL Financial
California
$1.22M 13,706 -964 -7%
KNW
18
Kesler Norman & Wride
Utah
$877K 9,897 -416 -4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$870K 9,847 +180 +2%
AWM
20
AE Wealth Management
Kansas
$782K 8,824 -308 -3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$700K 7,895 +62 +0.8%
Stifel Financial
22
Stifel Financial
Missouri
$611K 6,890 +3,771 +121%
Citadel Advisors
23
Citadel Advisors
Florida
$549K 6,215 -450 -7%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$245K 2,764 +222 +9%
Osaic Holdings
25
Osaic Holdings
Arizona
$131K 1,479