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First Trust NASDAQ 100 ex-Technology Sector Index Fund

65 hedge funds and large institutions have $165M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% less funds holding

Funds holding: 7765 (-12)

16.53% less ownership

Funds ownership: 93.85%77.33% (-17%)

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

57% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 28

84% less capital invested

Capital invested by funds: $1.03B → $165M (-$866M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
-12
Holders Change %
-15.58%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
12
Reduced
28
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$19.7M -$5.07M -51,241 -21%
CPA
2
Capital Performance Advisors
California
$17.9M +$17.8M +179,738 New
Goldman Sachs
3
Goldman Sachs
New York
$15.2M +$12.3M +124,561 +434%
Morgan Stanley
4
Morgan Stanley
New York
$14.5M -$24.7M -249,447 -63%
Wells Fargo
5
Wells Fargo
California
$10.5M -$38.9M -392,994 -79%
Truist Financial
6
Truist Financial
North Carolina
$9.27M +$227K +2,299 +3%
SF
7
Summit Financial
New Jersey
$8.53M +$144K +1,458 +2%
Corient Private Wealth
8
Corient Private Wealth
Florida
$7.5M +$3.73M +37,721 +100%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.23M +$1.6M +16,150 +29%
LPL Financial
10
LPL Financial
California
$5.31M -$4.02M -40,636 -43%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.07M +$2.92M +29,580 +138%
UBS Group
12
UBS Group
Switzerland
$5.01M -$2.57M -25,961 -34%
BEI
13
Benjamin Edwards Inc
Missouri
$3.9M -$6.88M -69,589 -64%
Bank of America
14
Bank of America
North Carolina
$3.66M -$2.27M -22,982 -38%
AWA
15
Arkadios Wealth Advisors
Georgia
$3.37M +$3.36M +33,945 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.01M -$687K -6,950 -19%
PWS
17
Proactive Wealth Strategies
Georgia
$2.36M -$12.1K -122 -0.5%
BW
18
BostonPremier Wealth
Massachusetts
$2.2M -$115K -1,167 -5%
Stifel Financial
19
Stifel Financial
Missouri
$2.11M +$8.4K +85 +0.4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.96M -$170K -1,715 -8%
TRCT
21
Tower Research Capital (TRC)
New York
$1.72M +$1.67M +16,872 +3,597%
KNW
22
Kesler Norman & Wride
Utah
$1.45M -$123K -1,248 -8%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.42M -$1.09K -11 -0.1%
PPWM
24
Paragon Private Wealth Management
Kentucky
$1.22M -$19.5K -197 -2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.04M -$809K -8,187 -44%