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First Trust NASDAQ 100 ex-Technology Sector Index Fund

45 hedge funds and large institutions have $109M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.5M 285,098 +21,200 +8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.4M 150,985 +150,985 New
Wells Fargo
3
Wells Fargo
California
$10.3M 125,023 +25,626 +26%
KPWS
4
Kestra Private Wealth Services
Texas
$7.03M 85,216 +16,905 +25%
UBS Group
5
UBS Group
Switzerland
$5.79M 70,224 -1,473 -2%
CAM
6
Columbia Asset Management
Michigan
$5.42M 41,607 +1,272 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.3M 64,288 +18,368 +40%
Bank of America
8
Bank of America
North Carolina
$4.67M 56,686 -3,063 -5%
RJA
9
Raymond James & Associates
Florida
$3.65M 44,298 -1,727 -4%
NFC
10
Northeast Financial Consultants
Connecticut
$3.38M 41,021 -725 -2%
LPL Financial
11
LPL Financial
California
$3.2M 38,866 +8,305 +27%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.79M 33,836 -139 -0.4%
MTWM
13
Masso Torrence Wealth Management
New Jersey
$2.06M 24,925 +24,925 New
Goldman Sachs
14
Goldman Sachs
New York
$2.01M 24,380 +1,003 +4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.54M 18,656 +345 +2%
PPWM
16
Paragon Private Wealth Management
Kentucky
$1.43M 17,375 -5,754 -25%
Truist Financial
17
Truist Financial
North Carolina
$1.42M 17,201 -1,397 -8%
KNW
18
Kesler Norman & Wride
Utah
$1.41M 17,105 -1,486 -8%
OC
19
Oppenheimer & Co
New York
$1.38M 16,705 -746 -4%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.36M 16,460 -519 -3%
WFA
21
WMG Financial Advisors
Tennessee
$1.31M 15,908 +2,022 +15%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.26M 15,257 +15,257 New
NP
23
Nilsine Partners
Colorado
$1.25M 15,177 +15,177 New
FIA
24
Foundations Investment Advisors
Arizona
$1.01M 12,299 +9,031 +276%
Stifel Financial
25
Stifel Financial
Missouri
$746K 9,043 +410 +5%