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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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $122M → $155M (+$32.9M)

16.08% more ownership

Funds ownership: 69.97%86.05% (+16%)

6% more funds holding

Funds holding: 4851 (+3)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.74%
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 Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.4M +$17.2M +208,747 +66%
Wells Fargo
2
Wells Fargo
California
$20.2M +$1.73M +20,982 +10%
LPL Financial
3
LPL Financial
California
$13M +$193K +2,350 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M +$1.73M +21,000 +20%
UBS Group
5
UBS Group
Switzerland
$7.7M +$1.04M +12,580 +17%
KPWS
6
Kestra Private Wealth Services
Texas
$7.14M -$150K -1,821 -2%
CAM
7
Columbia Asset Management
Michigan
$7.13M -$28.8K -350 -0.8%
Bank of America
8
Bank of America
North Carolina
$3.73M +$116K +1,410 +3%
NFC
9
Northeast Financial Consultants
Connecticut
$3.53M -$82.3K -1,000 -2%
RJA
10
Raymond James & Associates
Florida
$3.32M -$169K -2,049 -5%
OC
11
Oppenheimer & Co
New York
$3.22M +$1.06M +12,917 +55%
MTWM
12
Masso Torrence Wealth Management
New Jersey
$2.85M -$2.68M -32,576 -50%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.84M -$6.25K -76 -0.2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.82M -$113K -1,370 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.21M +$1.77M +21,553 +604%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.57M -$45.1K -548 -3%
Truist Financial
17
Truist Financial
North Carolina
$1.56M +$35.7K +434 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.52M +$22.1K +268 +2%
PPWM
19
Paragon Private Wealth Management
Kentucky
$1.48M -$4.53K -55 -0.3%
KNW
20
Kesler Norman & Wride
Utah
$1.46M -$12.8K -155 -0.9%
NP
21
Nilsine Partners
Colorado
$1.27M -$20.1K -244 -2%
FIA
22
Foundations Investment Advisors
Arizona
$1.09M -$487K -5,922 -33%
GSIAS
23
Garden State Investment Advisory Services
New Jersey
$1.08M -$6.99K -85 -0.7%
WFA
24
WMG Financial Advisors
Tennessee
$999K +$70.3K +855 +8%
Citadel Advisors
25
Citadel Advisors
Florida
$981K +$512K +6,228 +127%

QQXT Hedge Fund Activity: Q4 2023 in Review

51 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) for Q4 2023, worth a combined $155M — up 27% from $122M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new QQXT positions and 3 closed out — a net gain of 3 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.2M. The largest seller was Masso Torrence Wealth Management, cutting an estimated $2.68M.

  • 51 institutional investors held First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $155M of First Trust NASDAQ 100 ex-Technology Sector Index Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 6 funds opened new First Trust NASDAQ 100 ex-Technology Sector Index Fund positions in Q4 2023 and 3 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $17.2M added.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund seller in Q4 2023 was Masso Torrence Wealth Management, an estimated $2.68M sold.

Based on aggregated 13F filings for Q4 2023.