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First Trust NASDAQ-100 Technology Index Fund

230 hedge funds and large institutions have $821M invested in First Trust NASDAQ-100 Technology Index Fund in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
29
Increased
54
Reduced
84
Closed
21
Calls
$566K
Puts
Net Calls
+$566K
Net Calls Change
-$110K
Name Holding Trade Value Shares
Change
Shares
Change %
AR
76
Apeiron RIA
Texas
$1.16M -$297K -2,273 -20%
D
77
Diversified
Delaware
$1.14M +$261 +2 +0%
SWP
78
Stratos Wealth Partners
Ohio
$1.08M -$208K -1,590 -16%
RF
79
Rollins Financial
Georgia
$1.06M -$403K -3,085 -27%
TA
80
TFG Advisers
Michigan
$1.06M +$261 +2 +0%
KPWS
81
Kestra Private Wealth Services
Texas
$960K -$396K -3,037 -29%
US Bancorp
82
US Bancorp
Minnesota
$940K +$478K +3,659 +103%
UCFA
83
United Capital Financial Advisors
Texas
$939K -$184K -1,411 -16%
PWP
84
Pursue Wealth Partners
California
$933K
BFAG
85
Blackston Financial Advisory Group
Florida
$911K -$86.8K -665 -9%
SCA
86
Snowden Capital Advisors
New York
$887K -$31.8K -244 -3%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$887K -$18.3K -140 -2%
JCM
88
Jacobi Capital Management
Pennsylvania
$879K +$783 +6 +0.1%
BDWCC
89
B&D White Capital Company
Texas
$857K
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$831K +$38.8K +297 +5%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$829K -$42.4K -325 -5%
Creative Planning
92
Creative Planning
Kansas
$815K -$12.7K -97 -2%
FEM
93
Fulcrum Equity Management
Texas
$789K +$789K +6,045 New
KWM
94
Kingsview Wealth Management
Oregon
$783K
MCWS
95
McKinley Carter Wealth Services
West Virginia
$783K
William Blair & Company
96
William Blair & Company
Illinois
$781K
CBFP
97
Cedar Brook Financial Partners
Ohio
$773K +$261 +2 +0%
LSA
98
L & S Advisors
California
$766K +$766K +5,867 New
BRWA
99
B. Riley Wealth Advisors
Florida
$748K
ETIA
100
Epic Trust Investment Advisors
Washington
$745K +$89.3K +684 +14%