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First Trust NASDAQ 100 ex-Technology Sector Index Fund

50 hedge funds and large institutions have $150M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
21
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.9M 378,328 +93,230 +33%
Wells Fargo
2
Wells Fargo
California
$16.7M 197,461 +72,438 +58%
LPL Financial
3
LPL Financial
California
$11.3M 133,887 +95,021 +244%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.5M 124,555 -26,430 -18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.53M 101,119 +36,831 +57%
KPWS
6
Kestra Private Wealth Services
Texas
$7.4M 87,715 +2,499 +3%
UBS Group
7
UBS Group
Switzerland
$6.24M 74,037 +3,813 +5%
CAM
8
Columbia Asset Management
Michigan
$6.17M 42,449 +842 +2%
MTWM
9
Masso Torrence Wealth Management
New Jersey
$5.6M 66,435 +41,510 +167%
AWM
10
AE Wealth Management
Kansas
$4.45M 52,718 +52,718 New
RJA
11
Raymond James & Associates
Florida
$3.55M 42,034 -2,264 -5%
NFC
12
Northeast Financial Consultants
Connecticut
$3.46M 41,021
Bank of America
13
Bank of America
North Carolina
$3.39M 40,148 -16,538 -29%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.02M 35,827 +491 +1%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.92M 34,611 +15,955 +86%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.77M 32,859 -977 -3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.1M 24,903 +16,564 +199%
OC
18
Oppenheimer & Co
New York
$1.92M 22,808 +6,103 +37%
Truist Financial
19
Truist Financial
North Carolina
$1.55M 18,375 +1,174 +7%
PPWM
20
Paragon Private Wealth Management
Kentucky
$1.45M 17,248 -127 -0.7%
KNW
21
Kesler Norman & Wride
Utah
$1.42M 16,837 -268 -2%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.4M 16,590 +130 +0.8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.35M 16,025 +768 +5%
NP
24
Nilsine Partners
Colorado
$1.23M 14,559 -618 -4%
SHFP
25
Second Half Financial Partners
Florida
$1.14M 13,564 +13,564 New