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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
BWL
301
Bogart Wealth LLC
Virginia
$59.7K +$2.92K +15 +5%
WAM
302
WFA Asset Management
Wisconsin
$58.6K
YDMI
303
Y.D. More Investments
Israel
$49K
TAM
304
Tucker Asset Management
Colorado
$42.6K +$11.9K +61 +37%
OWP
305
ORG Wealth Partners
Texas
$38.2K
Q1WB
306
Quest 10 Wealth Builders
Virginia
$37.8K +$39.1K +201 New
CA
307
Centerpoint Advisors
Massachusetts
$37K
CTC
308
Central Trust Company
Missouri
$34.3K
RFG
309
REAP Financial Group
Texas
$32.4K +$13.6K +70 +69%
FGA
310
Fortis Group Advisors
New Jersey
$32K
MIA
311
MeadowBrook Investment Advisors
Michigan
$31.8K
SIM
312
Synergy Investment Management
Florida
$30.7K +$31.7K +163 New
LIA
313
Luken Investment Analytics
Tennessee
$30.1K
VWM
314
Valley Wealth Managers
New Jersey
$29.7K
FWM
315
FLP Wealth Management
Arkansas
$29K +$30K +154 New
AA
316
AlphaMark Advisors
Kentucky
$29K
MMG
317
Monetary Management Group
Missouri
$28.2K
HPC
318
HM Payson & Co
Maine
$26.4K
PP
319
Pacifica Partners
Canada
$24.5K
PTC
320
Private Trust Company
Ohio
$22.6K
CFD
321
Creative Financial Designs
Indiana
$20.9K
SMAM
322
Sugar Maple Asset Management
Wisconsin
$20.4K +$21K +108 New
DCM
323
Davis Capital Management
Florida
$19.4K
NCM
324
Northwest Capital Management
Oregon
$18.8K
LFA
325
Legend Financial Advisors
Pennsylvania
$17.7K

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.