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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
LFG
326
Larson Financial Group
Missouri
$17.3K
AA
327
Addison Advisors
Vermont
$17.1K
T
328
Tidemark
California
$17K +$195 +1 +1%
IWP
329
IAG Wealth Partners
Wisconsin
$16.8K
AA
330
Ancora Advisors
Ohio
$13K
GWSG
331
GPS Wealth Strategies Group
Colorado
$11.3K
NFSG
332
Newbridge Financial Services Group
Florida
$11.1K +$11.5K +59 New
AIC
333
Archer Investment Corporation
Indiana
$10.9K
SS
334
SBI Securities
Japan
$10.7K +$11.1K +57 New
T
335
Transce3nd
Texas
$6.21K +$6.42K +33 New
CT
336
Caldwell Trust
Florida
$5.65K
CPBTD
337
Central Pacific Bank - Trust Division
Hawaii
$4.89K
GSWM
338
Golden State Wealth Management
California
$4.71K +$4.87K +25 New
SAM
339
Synergy Asset Management
Washington
$4.59K +$4.67K +24 New
CJ
340
Caitlin John
Michigan
$3.95K
KIM
341
Kestra Investment Management
Texas
$2.83K +$2.92K +15 New
FFA
342
Farther Finance Advisors
California
$2.45K -$1.36K -7 -35%
FDW
343
Fourth Dimension Wealth
Ohio
$2.15K +$2.14K +11 New
CAWM
344
Capital A Wealth Management
Pennsylvania
$1.88K +$1.95K +10 New
AG
345
AmeriFlex Group
Nevada
$1.39K +$1.36K +7 New
PIS
346
POM Investment Strategies
North Carolina
$1.32K
CSWM
347
Cassady Schiller Wealth Management
Ohio
$565
DFA
348
DHJJ Financial Advisors
Illinois
$377
HNB
349
Huntington National Bank
Ohio
$188
VF
350
Virtu Financial
New York
-$15.4M -80,277 Closed

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.