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First Trust NASDAQ 100 ex-Technology Sector Index Fund

44 hedge funds and large institutions have $65.8M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.9M 149,024 -71,307 -32%
Wells Fargo
2
Wells Fargo
California
$7.24M 77,782 -66,821 -46%
Goldman Sachs
3
Goldman Sachs
New York
$6.61M 71,017 +60,218 +558%
LPL Financial
4
LPL Financial
California
$5.8M 62,334 -5,374 -8%
KPWS
5
Kestra Private Wealth Services
Texas
$4.42M 47,442 -13,028 -22%
NFC
6
Northeast Financial Consultants
Connecticut
$3.71M 39,821
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.79M 29,982 -603 -2%
Raymond James Financial
8
Raymond James Financial
Florida
$2.72M 29,233 +29,233 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.62M 28,139 +12,416 +79%
BW
10
BostonPremier Wealth
Massachusetts
$2.26M 24,300 +24,300 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.26M 24,221 +17,678 +270%
UBS Group
12
UBS Group
Switzerland
$2.06M 22,124 -1,245 -5%
KNW
13
Kesler Norman & Wride
Utah
$1.48M 15,852 -57 -0.4%
PPWM
14
Paragon Private Wealth Management
Kentucky
$1.44M 15,430 -540 -3%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.38M 14,819 +30 +0.2%
Bank of America
16
Bank of America
North Carolina
$990K 10,632 +453 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$593K 6,363 +215 +3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$585K 6,284 -4,290 -41%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$514K 5,521 +819 +17%
WFA
20
WMG Financial Advisors
Tennessee
$501K 5,384
OIA
21
OneDigital Investment Advisors
Kansas
$273K 2,936
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$261K 2,800 +2 +0.1%
KDA
23
Kraft Davis & Associates
Missouri
$211K 2,166
Citadel Advisors
24
Citadel Advisors
Florida
$209K 2,241 -44,758 -95%
Osaic Holdings
25
Osaic Holdings
Arizona
$161K 1,734 +1,068 +160%