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First Trust NASDAQ 100 ex-Technology Sector Index Fund

51 hedge funds and large institutions have $155M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
18
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.4M 526,466 +208,747 +66%
Wells Fargo
2
Wells Fargo
California
$20.2M 228,646 +20,982 +10%
LPL Financial
3
LPL Financial
California
$13M 147,347 +2,350 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M 123,666 +21,000 +20%
UBS Group
5
UBS Group
Switzerland
$7.7M 87,361 +12,580 +17%
KPWS
6
Kestra Private Wealth Services
Texas
$7.14M 81,031 -1,821 -2%
CAM
7
Columbia Asset Management
Michigan
$7.13M 41,910 -350 -0.8%
Bank of America
8
Bank of America
North Carolina
$3.73M 42,284 +1,410 +3%
NFC
9
Northeast Financial Consultants
Connecticut
$3.53M 40,021 -1,000 -2%
RJA
10
Raymond James & Associates
Florida
$3.32M 37,669 -2,049 -5%
OC
11
Oppenheimer & Co
New York
$3.22M 36,533 +12,917 +55%
MTWM
12
Masso Torrence Wealth Management
New Jersey
$2.85M 32,322 -32,576 -50%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.84M 32,214 -76 -0.2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.82M 31,979 -1,370 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.21M 25,122 +21,553 +604%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.57M 17,836 -548 -3%
Truist Financial
17
Truist Financial
North Carolina
$1.56M 17,725 +434 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.52M 17,212 +268 +2%
PPWM
19
Paragon Private Wealth Management
Kentucky
$1.48M 16,836 -55 -0.3%
KNW
20
Kesler Norman & Wride
Utah
$1.46M 16,548 -155 -0.9%
NP
21
Nilsine Partners
Colorado
$1.27M 14,436 -244 -2%
FIA
22
Foundations Investment Advisors
Arizona
$1.09M 12,293 -5,922 -33%
GSIAS
23
Garden State Investment Advisory Services
New Jersey
$1.08M 12,208 -85 -0.7%
WFA
24
WMG Financial Advisors
Tennessee
$999K 11,332 +855 +8%
Citadel Advisors
25
Citadel Advisors
Florida
$981K 11,129 +6,228 +127%