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First Trust NASDAQ-100 Technology Index Fund
QTEC

228 hedge funds and large institutions have $698M invested in First Trust NASDAQ-100 Technology Index Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 112 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,657% more call options, than puts

Call options by funds: $683K | Put options by funds: $7K

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

0.38% less ownership

Funds ownership: 51.1% → 50.72% (-0.38%)

4% less capital invested

Capital invested by funds: $730M → $698M (-$31.8M)

3% less funds holding

Funds holding: 236 → 228 (-8)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

64% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 112

Holders
228
Holders Change
-8
Holders Change %
-3.39%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
20
Increased
40
Reduced
112
Closed
23
Calls
$683K
Puts
$7K
Net Calls
+$676K
Net Calls Change
+$341K

Top Buyers

Rank Fund Capital Flow
1
KIG
Kowal Investment Group
Wisconsin
+$14.9M
2
VAG
VisionPoint Advisory Group
Texas
+$7.33M
3
JP Morgan Chase
JP Morgan Chase
New York
+$6.13M
4
FIM
FWL Investment Management
Texas
+$5.71M
5
RW
RVW Wealth
California
+$5.58M

Top Sellers

Rank Fund Capital Flow
1
MIH
Meitav Investment House
Israel
-$22.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$15.7M
3
Morgan Stanley
Morgan Stanley
New York
-$6.41M
4
MWM
MinichMacGregor Wealth Management
New York
-$4.07M
5
PS
Portfolio Strategies
New York
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$6.34M -$2.83M -26,327 -30%
JP Morgan Chase
27
JP Morgan Chase
New York
$6.12M +$6.13M +56,948 +4,695%
Mariner
28
Mariner
Kansas
$5.53M +$2.34M +21,710 +70%
OIA
29
OneDigital Investment Advisors
Kansas
$5.47M -$116K -1,079 -2%
RFM
30
Royal Fund Management
Florida
$5.38M -$867K -8,047 -14%
HF
31
HRT Financial
New York
$5.3M +$5.43M +50,384 New
Baird Financial Group
32
Baird Financial Group
Wisconsin
$4.99M -$1.51M -14,046 -23%
Stifel Financial
33
Stifel Financial
Missouri
$3.85M +$108K +1,004 +3%
TRCT
34
Tower Research Capital (TRC)
New York
$3.8M +$3.87M +35,954 +20,545%
DADC
35
D.A. Davidson & Co
Montana
$3.67M -$261K -2,428 -7%
MFG
36
Mainsail Financial Group
Washington
$3.34M +$3.23M +30,039 New
LWAC
37
Laurel Wealth Advisors (California)
California
$3.3M -$861K -7,994 -20%
GVAG
38
Great Valley Advisor Group
Delaware
$3.27M +$71.6K +665 +2%
IWM
39
IHT Wealth Management
Illinois
$3.21M +$168K +1,557 +5%
BAM
40
Belpointe Asset Management
Nevada
$2.7M +$1.02M +9,495 +59%
Goldman Sachs
41
Goldman Sachs
New York
$2.63M – – –
CA
42
Continuum Advisory
Idaho
$2.55M +$2.61M +24,208 New
CWM
43
Concentrum Wealth Management
California
$2.48M -$1.37M -12,768 -35%
SWA
44
SFMG Wealth Advisors
Texas
$2.48M -$87.1K -809 -3%
IFG
45
Independent Financial Group
California
$2.41M -$30.7K -285 -1%
CW
46
CreativeOne Wealth
Kansas
$2.19M +$2.24M +20,762 New
YAVAPFMC
47
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.18M – – –
HI
48
Harbour Investments
Wisconsin
$2.15M -$208K -1,929 -9%
AWM
49
AE Wealth Management
Kansas
$2.13M +$646 +6 +0%
AAS
50
Avantax Advisory Services
Texas
$2.12M -$433K -4,018 -17%
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QTEC Hedge Fund Activity: Q4 2022 in Review

228 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ-100 Technology Index Fund (QTEC) for Q4 2022, worth a combined $698M — down 4.4% from $730M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of QTEC and 20 opened new positions — a net loss of 3 holders — while 112 trimmed existing stakes and 40 added.

The largest buyer was Kowal Investment Group, adding an estimated $14.9M. The largest seller was Meitav Investment House, cutting an estimated $22.3M.

  • 228 institutional investors held First Trust NASDAQ-100 Technology Index Fund (QTEC) as of Q4 2022, down from 236 in Q3 2022.
  • Funds reported $698M of First Trust NASDAQ-100 Technology Index Fund stock for Q4 2022, down 4.4% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ-100 Technology Index Fund positions in Q4 2022 and 23 closed out, a net change of -3 holders.
  • The largest First Trust NASDAQ-100 Technology Index Fund buyer in Q4 2022 was Kowal Investment Group, an estimated $14.9M added.
  • The largest First Trust NASDAQ-100 Technology Index Fund seller in Q4 2022 was Meitav Investment House, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2022.