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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
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$3M -$1.45M -8,519 -33%
SPC
77
Sigma Planning Corp
Michigan
$2.9M +$337K +1,974 +14%
AWA
78
Arkadios Wealth Advisors
Georgia
$2.89M -$142K -834 -5%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$2.81M -$1.88K -11 -0.1%
OC
80
Oppenheimer & Co
New York
$2.8M -$864K -5,058 -24%
KWM
81
Kingsview Wealth Management
Oregon
$2.79M
CAN
82
Cetera Advisor Networks
California
$2.71M +$226K +1,324 +9%
US Bancorp
83
US Bancorp
Minnesota
$2.71M -$185K -1,083 -7%
GIA
84
Gladstone Institutional Advisory
Florida
$2.65M -$2.5M -14,632 -49%
CW
85
CreativeOne Wealth
Kansas
$2.65M +$926K +5,424 +56%
AP
86
Atwood & Palmer
Missouri
$2.57M -$156K -915 -6%
SWP
87
Stratos Wealth Partners
Ohio
$2.45M -$1.06M -6,213 -31%
PWA
88
PCG Wealth Advisors
Kansas
$2.4M +$2.33M +13,653 New
WS
89
Wedbush Securities
California
$2.32M -$34K -199 -1%
FAIM
90
Financial Advocates Investment Management
Washington
$2.25M -$1.74M -10,215 -44%
SPI
91
Santori & Peters Inc
Pennsylvania
$2.21M +$4.95K +29 +0.2%
AR
92
Apeiron RIA
Texas
$2.19M +$2.14M +12,534 New
RIA
93
Regal Investment Advisors
Michigan
$2.19M +$6.15K +36 +0.3%
RF
94
Rollins Financial
Georgia
$2.14M +$2.09M +12,220 New
MAG
95
MRA Advisory Group
New Jersey
$2.13M +$157K +921 +8%
IA
96
IFP Advisors
Florida
$2.11M +$165K +964 +9%
SAM
97
Secure Asset Management
Michigan
$2.1M -$2.56M -15,015 -56%
TWM
98
TriaGen Wealth Management
California
$2.09M +$25.8K +151 +1%
UCFA
99
United Capital Financial Advisors
Texas
$2.03M -$14.9K -87 -0.7%
PF
100
Phoenix Financial
Israel
$1.97M -$112K -657 -6%

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.