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
PFA
126
Pinnacle Family Advisors
Missouri
$606K +$547K +4,120 New
ETIA
127
Epic Trust Investment Advisors
Washington
$601K -$216K -1,627 -28%
TCWM
128
Total Clarity Wealth Management
Illinois
$600K -$13K -98 -2%
GRP
129
Global Retirement Partners
California
$586K -$8.1K -61 -2%
FWM
130
Fingerlakes Wealth Management
New York
$566K -$4.78K -36 -0.9%
SPIA
131
Steward Partners Investment Advisory
New York
$557K +$9.95K +75 +2%
PFA
132
Plotkin Financial Advisors
Maryland
$548K
CRWM
133
Castle Rock Wealth Management
California
$537K +$265 +2 +0.1%
PA
134
Parallel Advisors
California
$514K
HA
135
HFG Advisors
Ohio
$499K
CWA
136
Capital Wealth Alliance
Arizona
$488K -$31.2K -235 -7%
Northern Trust
137
Northern Trust
Illinois
$488K -$31.2K -235 -7%
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$478K +$4.38K +33 +1%
Two Sigma Advisers
139
Two Sigma Advisers
New York
$471K +$425K +3,200 New
AWM
140
Avior Wealth Management
Nebraska
$468K -$2.26K -17 -0.5%
PA
141
PFG Advisors
Arizona
$463K -$42.5K -320 -9%
CP
142
Castleview Partners
Texas
$455K +$3.32K +25 +0.8%
APWA
143
Atlas Private Wealth Advisors
New Jersey
$442K +$187K +1,406 +88%
FHC
144
First Heartland Consultants
Missouri
$436K
DWMG
145
DB Wealth Management Group
California
$434K
RA
146
RFG Advisory
Alabama
$425K +$383K +2,888 New
IAS
147
Insigneo Advisory Services
Florida
$421K +$380K +2,862 New
JWCA
148
J.W. Cole Advisors
Florida
$419K -$9.95K -75 -3%
LSA
149
L & S Advisors
California
$419K -$401K -3,020 -51%
Cerity Partners
150
Cerity Partners
New York
$411K

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.