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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.

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.63%
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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.7M 223,544 +14,470 +7%
Wells Fargo
2
Wells Fargo
California
$14.9M 169,411 -47,108 -22%
LPL Financial
3
LPL Financial
California
$10.3M 116,879 -11,103 -9%
CAM
4
Columbia Asset Management
Michigan
$8.33M 41,168 -742 -2%
KPWS
5
Kestra Private Wealth Services
Texas
$6.77M 76,925 -1,418 -2%
Citadel Advisors
6
Citadel Advisors
Florida
$3.6M 40,922 -5,110 -11%
NFC
7
Northeast Financial Consultants
Connecticut
$3.51M 39,821
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.92M 33,192 -1,653 -5%
RJA
9
Raymond James & Associates
Florida
$2.81M 31,922 -2,973 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.71M 30,815 -730 -2%
UBS Group
11
UBS Group
Switzerland
$2.07M 23,543 +176 +0.8%
Bank of America
12
Bank of America
North Carolina
$1.8M 20,421 -2,595 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.69M 19,219 -29,854 -61%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.57M 17,840 -2,097 -11%
PPWM
15
Paragon Private Wealth Management
Kentucky
$1.41M 16,072 -764 -5%
KNW
16
Kesler Norman & Wride
Utah
$1.4M 15,954 -445 -3%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.39M 15,764
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.25M 14,166 -152 -1%
FIA
19
Foundations Investment Advisors
Arizona
$1.04M 11,804 -1,018 -8%
Goldman Sachs
20
Goldman Sachs
New York
$951K 10,799
FFA
21
Fortune Financial Advisors
Kansas
$762K 8,651 +875 +11%
WFA
22
WMG Financial Advisors
Tennessee
$611K 6,938 -3,615 -34%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$415K 4,711 +41 +0.9%
OIA
24
OneDigital Investment Advisors
Kansas
$258K 2,936 +123 +4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$247K 2,804 +3 +0.1%