We are live on ! Find out more
QTEC icon

First Trust NASDAQ-100 Technology Index Fund

248 hedge funds and large institutions have $1.04B invested in First Trust NASDAQ-100 Technology Index Fund in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 87 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $825M → $1.04B (+$213M)

7% more funds holding

Funds holding: 231248 (+17)

2.45% more ownership

Funds ownership: 51.27%53.73% (+2.5%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

24% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 87

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
34
Increased
66
Reduced
87
Closed
13
Calls
$505K
Puts
Net Calls
+$505K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$878K +$547K +4,125 +224%
KPWS
102
Kestra Private Wealth Services
Texas
$873K -$189K -1,427 -19%
CBFP
103
Cedar Brook Financial Partners
Ohio
$872K +$398 +3 +0.1%
KWM
104
Kingsview Wealth Management
Oregon
$842K -$36.5K -275 -5%
BRWA
105
B. Riley Wealth Advisors
Florida
$842K -$1.33K -10 -0.2%
PSF
106
Pacific Sun Financial
California
$835K +$849K +6,399 New
TI
107
Truepoint Inc
Ohio
$824K +$348K +2,623 +88%
ADL
108
Asset Dedication LLC
California
$814K
SM
109
Sensible Money
Arizona
$810K
JMPWA
110
JP Morgan Private Wealth Advisors
California
$805K -$176K -1,328 -20%
Goldman Sachs
111
Goldman Sachs
New York
$765K -$590K -4,446 -46%
BHB
112
Bank Hapoalim BM
Israel
$721K -$3.98K -30 -0.6%
KNW
113
Kesler Norman & Wride
Utah
$718K -$11.9K -90 -2%
ODG
114
O'Dell Group
Ohio
$711K +$265 +2 +0%
AWM
115
Accel Wealth Management
Iowa
$711K -$34.9K -263 -5%
MG
116
Mather Group
Illinois
$679K +$612K +4,611 New
MAP
117
Milestone Advisory Partners
North Carolina
$676K
CA
118
CoreCap Advisors
Michigan
$670K +$605K +4,555 New
SFPG
119
Stonebridge Financial Planning Group
Florida
$662K -$3.32K -25 -0.6%
WS
120
Wedbush Securities
California
$658K -$2.92K -22 -0.5%
PWA
121
Peterson Wealth Advisors
Utah
$653K
LFAS
122
Level Four Advisory Services
Texas
$639K -$9.95K -75 -2%
FEM
123
Fulcrum Equity Management
Texas
$627K -$236K -1,782 -29%
CFGS
124
Concourse Financial Group Securities
Alabama
$622K +$54.3K +409 +11%
CPIG
125
Chicago Partners Investment Group
Illinois
$615K +$137K +1,034 +34%

QTEC Hedge Fund Activity: Q2 2023 in Review

248 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ-100 Technology Index Fund (QTEC) for Q2 2023, worth a combined $1.04B — up 26% from $825M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new QTEC positions and 13 closed out — a net gain of 21 holders — while 66 added to existing stakes and 87 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $15.6M. The largest seller was RVW Wealth, cutting an estimated $6.23M.

  • 248 institutional investors held First Trust NASDAQ-100 Technology Index Fund (QTEC) as of Q2 2023, up from 231 in Q1 2023.
  • Funds reported $1.04B of First Trust NASDAQ-100 Technology Index Fund stock for Q2 2023, up 26% quarter-over-quarter.
  • 34 funds opened new First Trust NASDAQ-100 Technology Index Fund positions in Q2 2023 and 13 closed out, a net change of +21 holders.
  • The largest First Trust NASDAQ-100 Technology Index Fund buyer in Q2 2023 was Meitav Investment House, an estimated $15.6M added.
  • The largest First Trust NASDAQ-100 Technology Index Fund seller in Q2 2023 was RVW Wealth, an estimated $6.23M sold.

Based on aggregated 13F filings for Q2 2023.