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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.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.77%
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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.8M 317,719 -60,609 -16%
Wells Fargo
2
Wells Fargo
California
$16.9M 207,664 +10,203 +5%
LPL Financial
3
LPL Financial
California
$11.8M 144,997 +11,110 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.35M 102,666 +1,547 +2%
KPWS
5
Kestra Private Wealth Services
Texas
$6.74M 82,852 -4,863 -6%
CAM
6
Columbia Asset Management
Michigan
$6.13M 42,260 -189 -0.4%
UBS Group
7
UBS Group
Switzerland
$6.08M 74,781 +744 +1%
MTWM
8
Masso Torrence Wealth Management
New Jersey
$5.28M 64,898 -1,537 -2%
NFC
9
Northeast Financial Consultants
Connecticut
$3.34M 41,021
Bank of America
10
Bank of America
North Carolina
$3.33M 40,874 +726 +2%
RJA
11
Raymond James & Associates
Florida
$3.23M 39,718 -2,316 -6%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.71M 33,349 +490 +1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.63M 32,290 -3,537 -10%
OC
14
Oppenheimer & Co
New York
$1.92M 23,616 +808 +4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.5M 18,384 -16,227 -47%
FIA
16
Foundations Investment Advisors
Arizona
$1.48M 18,215 +5,242 +40%
Truist Financial
17
Truist Financial
North Carolina
$1.41M 17,291 -1,084 -6%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.38M 16,944 +354 +2%
PPWM
19
Paragon Private Wealth Management
Kentucky
$1.37M 16,891 -357 -2%
KNW
20
Kesler Norman & Wride
Utah
$1.36M 16,703 -134 -0.8%
NP
21
Nilsine Partners
Colorado
$1.19M 14,680 +121 +0.8%
GSIAS
22
Garden State Investment Advisory Services
New Jersey
$1M 12,293 +300 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$886K 10,891 -5,134 -32%
Goldman Sachs
24
Goldman Sachs
New York
$879K 10,799 +10,799 New
WFA
25
WMG Financial Advisors
Tennessee
$852K 10,477 -1,414 -12%