We are live on ! Find out more
QTEC icon

First Trust NASDAQ-100 Technology Index Fund

248 hedge funds and large institutions have $1.04B invested in First Trust NASDAQ-100 Technology Index Fund in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 87 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $825M → $1.04B (+$213M)

7% more funds holding

Funds holding: 231248 (+17)

2.45% more ownership

Funds ownership: 51.27%53.73% (+2.5%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

24% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 87

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
34
Increased
66
Reduced
87
Closed
13
Calls
$505K
Puts
Net Calls
+$505K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
226
Luken Investment Analytics
Tennessee
$23.5K
MMG
227
Monetary Management Group
Missouri
$22.1K
CA
228
Centerpoint Advisors
Massachusetts
$21K
HPC
229
HM Payson & Co
Maine
$20.6K
PCM
230
Penserra Capital Management
California
$19K +$17.5K +132 New
BWA
231
BDO Wealth Advisors
Florida
$17.7K
CFD
232
Creative Financial Designs
Indiana
$16.3K
NC
233
NewSquare Capital
Pennsylvania
$15.2K
TFA
234
Transamerica Financial Advisors
Florida
$15K -$398 -3 -3%
FA
235
Fiduciary Alliance
South Carolina
$14.7K +$13.3K +100 New
NCM
236
Northwest Capital Management
Oregon
$14.7K +$13.3K +100 New
TCOV
237
Trust Company of Vermont
Vermont
$14K
LFA
238
Legend Financial Advisors
Pennsylvania
$13.8K
AA
239
Addison Advisors
Vermont
$13.4K
GWSG
240
GPS Wealth Strategies Group
Colorado
$12.1K
TFM
241
TFC Financial Management
Massachusetts
$10.9K
AIC
242
Archer Investment Corporation
Indiana
$8.54K
Simplex Trading
243
Simplex Trading
Illinois
$7K +$6.77K +51 New
BTI
244
Blue Trust Inc
Georgia
$5K
CAS
245
Coppell Advisory Solutions
Texas
$4.65K +$4.25K +32 New
CT
246
Caldwell Trust
Florida
$4.42K +$3.98K +30 New
RCM
247
Raleigh Capital Management
North Carolina
$3.39K -$3.85K -29 -56%
CAL
248
Capital Analysts LLC
Pennsylvania
$1K
HNB
249
Huntington National Bank
Ohio
$147
SI
250
Stephens Inc
Arkansas
-$2.71M -20,783 Closed

QTEC Hedge Fund Activity: Q2 2023 in Review

248 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ-100 Technology Index Fund (QTEC) for Q2 2023, worth a combined $1.04B — up 26% from $825M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new QTEC positions and 13 closed out — a net gain of 21 holders — while 66 added to existing stakes and 87 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $15.6M. The largest seller was RVW Wealth, cutting an estimated $6.23M.

  • 248 institutional investors held First Trust NASDAQ-100 Technology Index Fund (QTEC) as of Q2 2023, up from 231 in Q1 2023.
  • Funds reported $1.04B of First Trust NASDAQ-100 Technology Index Fund stock for Q2 2023, up 26% quarter-over-quarter.
  • 34 funds opened new First Trust NASDAQ-100 Technology Index Fund positions in Q2 2023 and 13 closed out, a net change of +21 holders.
  • The largest First Trust NASDAQ-100 Technology Index Fund buyer in Q2 2023 was Meitav Investment House, an estimated $15.6M added.
  • The largest First Trust NASDAQ-100 Technology Index Fund seller in Q2 2023 was RVW Wealth, an estimated $6.23M sold.

Based on aggregated 13F filings for Q2 2023.