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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.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 4344 (+1)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

18.45% less ownership

Funds ownership: 77.31%58.86% (-18%)

22% less capital invested

Capital invested by funds: $83.9M → $65.8M (-$18.2M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.58%
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 Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.9M -$6.79M -71,307 -32%
Wells Fargo
2
Wells Fargo
California
$7.24M -$6.36M -66,821 -46%
Goldman Sachs
3
Goldman Sachs
New York
$6.61M +$5.73M +60,218 +558%
LPL Financial
4
LPL Financial
California
$5.8M -$512K -5,374 -8%
KPWS
5
Kestra Private Wealth Services
Texas
$4.42M -$1.24M -13,028 -22%
NFC
6
Northeast Financial Consultants
Connecticut
$3.71M
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.79M -$57.4K -603 -2%
Raymond James Financial
8
Raymond James Financial
Florida
$2.72M +$2.78M +29,233 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.62M +$1.18M +12,416 +79%
BW
10
BostonPremier Wealth
Massachusetts
$2.26M +$2.31M +24,300 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.26M +$1.68M +17,678 +270%
UBS Group
12
UBS Group
Switzerland
$2.06M -$119K -1,245 -5%
KNW
13
Kesler Norman & Wride
Utah
$1.48M -$5.43K -57 -0.4%
PPWM
14
Paragon Private Wealth Management
Kentucky
$1.44M -$51.4K -540 -3%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.38M +$2.86K +30 +0.2%
Bank of America
16
Bank of America
North Carolina
$990K +$43.1K +453 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$593K +$20.5K +215 +3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$585K -$408K -4,290 -41%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$514K +$78K +819 +17%
WFA
20
WMG Financial Advisors
Tennessee
$501K
OIA
21
OneDigital Investment Advisors
Kansas
$273K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$261K +$190 +2 +0.1%
KDA
23
Kraft Davis & Associates
Missouri
$211K
Citadel Advisors
24
Citadel Advisors
Florida
$209K -$4.26M -44,758 -95%
Osaic Holdings
25
Osaic Holdings
Arizona
$161K +$102K +1,068 +160%

QQXT Hedge Fund Activity: Q4 2024 in Review

44 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) for Q4 2024, worth a combined $65.8M — down 22% from $83.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QQXT positions and 6 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.73M. The largest seller was Columbia Asset Management, exiting entirely with an estimated $8.63M sold.

  • 44 institutional investors held First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) as of Q4 2024, up from 43 in Q3 2024.
  • Funds reported $65.8M of First Trust NASDAQ 100 ex-Technology Sector Index Fund stock for Q4 2024, down 22% quarter-over-quarter.
  • 8 funds opened new First Trust NASDAQ 100 ex-Technology Sector Index Fund positions in Q4 2024 and 6 closed out, a net change of +2 holders.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund buyer in Q4 2024 was Goldman Sachs, an estimated $5.73M added.
  • The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund seller in Q4 2024 was Columbia Asset Management, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2024.