We are live on ! Find out more
QTEC icon

First Trust NASDAQ-100 Technology Index Fund

348 hedge funds and large institutions have $2.57B invested in First Trust NASDAQ-100 Technology Index Fund in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 112 increasing their positions, 117 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 331348 (+17)

2% less capital invested

Capital invested by funds: $2.62B → $2.57B (-$47.4M)

4% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 117

11.74% less ownership

Funds ownership: 79.2%67.46% (-12%)

94% less call options, than puts

Call options by funds: $508K | Put options by funds: $8.79M

Holders
348
Holders Change
+17
Holders Change %
+5.14%
% of All Funds
4.58%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
53
Increased
112
Reduced
117
Closed
27
Calls
$508K
Puts
$8.79M
Net Calls
-$8.29M
Net Calls Change
-$785K
Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
226
Oak Harbor Wealth Partners
North Carolina
$403K
P
227
&Partners
Tennessee
$399K +$403K +2,071 New
MWS
228
Maxwell Wealth Strategies
California
$393K
CCFM
229
Clear Creek Financial Management
Washington
$383K -$1.95K -10 -0.5%
CA
230
Cresta Advisors
Texas
$383K
Cerity Partners
231
Cerity Partners
New York
$372K -$311K -1,600 -45%
DWM
232
Diversify Wealth Management
Utah
$366K +$378K +1,940 New
RWP
233
Ridgeline Wealth Planning
Ohio
$365K +$377K +1,937 New
TPA
234
Trivium Point Advisory
Connecticut
$361K -$34.8K -179 -9%
LS
235
Leelyn Smith
Illinois
$354K -$71.6K -368 -16%
TA
236
TruWealth Advisors
Louisiana
$353K
CAG
237
Centerpoint Advisory Group
Kansas
$350K +$362K +1,860 New
LSA
238
L & S Advisors
California
$341K -$11.5K -59 -3%
QWM
239
Quadcap Wealth Management
Texas
$341K -$53.3K -274 -13%
AFG
240
ABLE Financial Group
Arizona
$322K +$84.3K +433 +34%
KAM
241
Knightsbridge Asset Management
California
$320K
Empower Advisory Group
242
Empower Advisory Group
Colorado
$314K +$324K +1,667 New
CA
243
Claro Advisors
Massachusetts
$309K -$13.4K -69 -4%
AFAS
244
Acorn Financial Advisory Services
Virginia
$307K -$6.23K -32 -2%
TCTWM
245
Three Cord True Wealth Management
Pennsylvania
$295K +$305K +1,567 New
TF
246
Trek Financial
Arizona
$289K +$299K +1,535 New
HWM
247
HB Wealth Management
Georgia
$288K +$83.7K +430 +39%
TL
248
Tradewinds LLC
North Carolina
$287K +$276K +1,419 New
HIA
249
Harbor Investment Advisory
Maryland
$287K -$4.87K -25 -2%
APP
250
Avantax Planning Partners
Iowa
$287K -$6.62K -34 -2%

QTEC Hedge Fund Activity: Q4 2024 in Review

348 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ-100 Technology Index Fund (QTEC) for Q4 2024, worth a combined $2.57B — down 1.8% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new QTEC positions and 27 closed out — a net gain of 26 holders — while 112 added to existing stakes and 117 trimmed.

The largest buyer was Allworth Financial, adding an estimated $25.3M. The largest seller was International Assets Investment Management, cutting an estimated $529M.

  • 348 institutional investors held First Trust NASDAQ-100 Technology Index Fund (QTEC) as of Q4 2024, up from 331 in Q3 2024.
  • Funds reported $2.57B of First Trust NASDAQ-100 Technology Index Fund stock for Q4 2024, down 1.8% quarter-over-quarter.
  • 53 funds opened new First Trust NASDAQ-100 Technology Index Fund positions in Q4 2024 and 27 closed out, a net change of +26 holders.
  • The largest First Trust NASDAQ-100 Technology Index Fund buyer in Q4 2024 was Allworth Financial, an estimated $25.3M added.
  • The largest First Trust NASDAQ-100 Technology Index Fund seller in Q4 2024 was International Assets Investment Management, an estimated $529M sold.

Based on aggregated 13F filings for Q4 2024.