We are live on ! Find out more
QQXT icon

First Trust NASDAQ 100 ex-Technology Sector Index Fund

43 hedge funds and large institutions have $93.3M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.64% less ownership

Funds ownership: 68.75%67.11% (-1.6%)

10% less funds holding

Funds holding: 4843 (-5)

12% less capital invested

Capital invested by funds: $107M → $93.3M (-$13.3M)

63% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 19

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.7M +$1.28M +14,470 +7%
Wells Fargo
2
Wells Fargo
California
$14.9M -$4.16M -47,108 -22%
LPL Financial
3
LPL Financial
California
$10.3M -$979K -11,103 -9%
CAM
4
Columbia Asset Management
Michigan
$8.33M -$65.5K -742 -2%
KPWS
5
Kestra Private Wealth Services
Texas
$6.77M -$125K -1,418 -2%
Citadel Advisors
6
Citadel Advisors
Florida
$3.6M -$451K -5,110 -11%
NFC
7
Northeast Financial Consultants
Connecticut
$3.51M
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.92M -$146K -1,653 -5%
RJA
9
Raymond James & Associates
Florida
$2.81M -$262K -2,973 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.71M -$64.4K -730 -2%
UBS Group
11
UBS Group
Switzerland
$2.07M +$15.5K +176 +0.8%
Bank of America
12
Bank of America
North Carolina
$1.8M -$229K -2,595 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.69M -$2.63M -29,854 -61%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.57M -$185K -2,097 -11%
PPWM
15
Paragon Private Wealth Management
Kentucky
$1.41M -$67.4K -764 -5%
KNW
16
Kesler Norman & Wride
Utah
$1.4M -$39.3K -445 -3%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.39M
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.25M -$13.4K -152 -1%
FIA
19
Foundations Investment Advisors
Arizona
$1.04M -$89.8K -1,018 -8%
Goldman Sachs
20
Goldman Sachs
New York
$951K
FFA
21
Fortune Financial Advisors
Kansas
$762K +$77.2K +875 +11%
WFA
22
WMG Financial Advisors
Tennessee
$611K -$319K -3,615 -34%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$415K +$3.62K +41 +0.9%
OIA
24
OneDigital Investment Advisors
Kansas
$258K +$10.8K +123 +4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$247K +$265 +3 +0.1%

QQXT Hedge Fund Activity: Q2 2024 in Review

43 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) for Q2 2024, worth a combined $93.3M — down 12% from $107M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of QQXT and 2 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $1.28M. The largest seller was Wells Fargo, cutting an estimated $4.16M.

  • 43 institutional investors held First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) as of Q2 2024, down from 48 in Q1 2024.
  • Funds reported $93.3M of First Trust NASDAQ 100 ex-Technology Sector Index Fund stock for Q2 2024, down 12% quarter-over-quarter.
  • 2 funds opened new First Trust NASDAQ 100 ex-Technology Sector Index Fund positions in Q2 2024 and 6 closed out, a net change of -4 holders.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund buyer in Q2 2024 was Morgan Stanley, an estimated $1.28M added.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund seller in Q2 2024 was Wells Fargo, an estimated $4.16M sold.

Based on aggregated 13F filings for Q2 2024.