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First Trust NASDAQ-100 Technology Index Fund

295 hedge funds and large institutions have $2.53B invested in First Trust NASDAQ-100 Technology Index Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 86 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

13% more funds holding

Funds holding: 262295 (+33)

12% more capital invested

Capital invested by funds: $2.25B → $2.53B (+$277M)

1.11% more ownership

Funds ownership: 61.47%62.57% (+1.1%)

4% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 90

42% less call options, than puts

Call options by funds: $578K | Put options by funds: $998K

Holders
295
Holders Change
+33
Holders Change %
+12.6%
% of All Funds
4.54%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.25%
New
53
Increased
86
Reduced
90
Closed
16
Calls
$578K
Puts
$998K
Net Calls
-$420K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
276
Thompson Siegel & Walmsley
Virginia
$30K
CFCI
277
Comprehensive Financial Consultants Institutional
Indiana
$28K +$32.3K +189 New
AA
278
Addison Advisors
Vermont
$27K
MMG
279
Monetary Management Group
Missouri
$26K
HPC
280
HM Payson & Co
Maine
$25K
CA
281
Centerpoint Advisors
Massachusetts
$23K
BWA
282
BDO Wealth Advisors
Florida
$21K
LFG
283
Larson Financial Group
Missouri
$18K +$7.34K +43 +75%
TLFA
284
True Link Financial Advisors
California
$18K +$17.8K +104 New
TFM
285
TFC Financial Management
Massachusetts
$13K
MFT
286
Moisand Fitzgerald Tamayo
Florida
$11K
AIC
287
Archer Investment Corporation
Indiana
$10.2K
CWM
288
Curi Wealth Management
North Carolina
$8K +$8.54K +50 New
SIS
289
Sound Income Strategies
Florida
$6K
LAS
290
Lloyd Advisory Services
Georgia
$6K +$171 +1 +3%
TRCT
291
Tower Research Capital (TRC)
New York
$5K -$1.5M -8,773 -100%
SCA
292
Stonebridge Capital Advisors
Minnesota
$5K
DHGWA
293
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K +$5.12K +30 New
SBL
294
Sargent Bickham Lagudis
Colorado
$4K
GFPC
295
Global Financial Private Client
Florida
$3.36K
TAM
296
Tucker Asset Management
Colorado
$2.12K +$683 +4 +50%
AIP
297
Ahrens Investment Partners
Louisiana
$2K +$2.22K +13 New
FHC
298
First Heartland Consultants
Missouri
$720 +$57.5K +337 +9%
Citadel Advisors
299
Citadel Advisors
Florida
-$6.01M -38,110 Closed
Goldman Sachs
300
Goldman Sachs
New York
-$1.99M -12,630 Closed

QTEC Hedge Fund Activity: Q4 2021 in Review

295 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ-100 Technology Index Fund (QTEC) for Q4 2021, worth a combined $2.53B — up 12% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new QTEC positions and 16 closed out — a net gain of 37 holders — while 86 added to existing stakes and 90 trimmed.

The largest buyer was LPL Financial, adding an estimated $11M. The largest seller was First Trust Advisors, cutting an estimated $23.3M.

  • 295 institutional investors held First Trust NASDAQ-100 Technology Index Fund (QTEC) as of Q4 2021, up from 262 in Q3 2021.
  • Funds reported $2.53B of First Trust NASDAQ-100 Technology Index Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 53 funds opened new First Trust NASDAQ-100 Technology Index Fund positions in Q4 2021 and 16 closed out, a net change of +37 holders.
  • The largest First Trust NASDAQ-100 Technology Index Fund buyer in Q4 2021 was LPL Financial, an estimated $11M added.
  • The largest First Trust NASDAQ-100 Technology Index Fund seller in Q4 2021 was First Trust Advisors, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2021.