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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.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.65%
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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.1M 263,898 -23,327 -8%
FEG
2
Financial Enhancement Group
Indiana
$9.05M 109,891 -5,494 -5%
Wells Fargo
3
Wells Fargo
California
$7.59M 99,397 -8,397 -8%
UBS Group
4
UBS Group
Switzerland
$5.47M 71,697 +1,257 +2%
CAM
5
Columbia Asset Management
Michigan
$5.41M 40,335 +694 +2%
KPWS
6
Kestra Private Wealth Services
Texas
$5.21M 68,311 +68,311 New
Bank of America
7
Bank of America
North Carolina
$4.56M 59,749 +19,535 +49%
RJA
8
Raymond James & Associates
Florida
$3.51M 46,025 -8,006 -15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.51M 45,920 -36,687 -44%
NFC
10
Northeast Financial Consultants
Connecticut
$3.19M 41,746
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.81M 36,763 -983 -3%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.59M 33,975 -1,245 -4%
LPL Financial
13
LPL Financial
California
$2.33M 30,561 +11,262 +58%
Goldman Sachs
14
Goldman Sachs
New York
$1.78M 23,377 +23,377 New
PPWM
15
Paragon Private Wealth Management
Kentucky
$1.77M 23,129 +1,130 +5%
Truist Financial
16
Truist Financial
North Carolina
$1.42M 18,598 +1,124 +6%
KNW
17
Kesler Norman & Wride
Utah
$1.42M 18,591 -331 -2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.4M 18,311 -299 -2%
OC
19
Oppenheimer & Co
New York
$1.33M 17,451 -472 -3%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.3M 16,979 +1,272 +8%
WFA
21
WMG Financial Advisors
Tennessee
$1.06M 13,886 +102 +0.7%
Stifel Financial
22
Stifel Financial
Missouri
$659K 8,633 -1,312 -13%
CAN
23
Cetera Advisor Networks
California
$337K 4,412 +270 +7%
FIA
24
Foundations Investment Advisors
Arizona
$249K 3,268 +3,268 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$240K 3,149 +3,149 New