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First Trust NASDAQ-100 Technology Index Fund
QTEC

Overview Fund Activity

266 hedge funds and large institutions have $1.96B invested in First Trust NASDAQ-100 Technology Index Fund in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+20
Holders Change %
+8.13%
% of All Funds
4.24%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
40
Increased
84
Reduced
85
Closed
17
Calls
$539K
Puts
$755K
Net Calls
-$216K
Net Calls Change
-$721K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$684M
2
Wells Fargo
Wells Fargo
California
$105M
3
Morgan Stanley
Morgan Stanley
New York
$110M
4
MIH
Meitav Investment House
Israel
$112M
5
NC
NewSquare Capital
Pennsylvania
$17M

Top Sellers

1
NA
Navellier & Associates
Nevada
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.32M
3
CW
CreativeOne Wealth
Kansas
$268K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.7M
5
UBS Group
UBS Group
Switzerland
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
126
StoneX Group
New York
$803K +$803K +5,530 New
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$743K -$51.6K -355 -6%
KNW
128
Kesler Norman & Wride
Utah
$692K -$17K -117 -2%
AWM
129
Accel Wealth Management
Iowa
$689K -$12.3K -85 -2%
CFGS
130
Concourse Financial Group Securities
Alabama
$687K +$72.5K +499 +12%
BHB
131
Bank Hapoalim BM
Israel
$686K -$26.2K -180 -4%
AssetMark Inc
132
AssetMark Inc
California
$673K +$673K +4,634 New
MAP
133
Milestone Advisory Partners
North Carolina
$667K – – –
GCP
134
GSA Capital Partners
United Kingdom
$663K +$434K +2,988 +189%
SFPG
135
Stonebridge Financial Planning Group
Florida
$654K – – –
PWA
136
Peterson Wealth Advisors
Utah
$642K +$872 +6 +0.1%
ADL
137
Asset Dedication LLC
California
$624K -$180K -1,239 -22%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$623K +$306K +2,108 +97%
SM
139
Sensible Money
Arizona
$620K -$180K -1,239 -23%
PFS
140
Prospera Financial Services
Texas
$597K +$346K +2,385 +138%
TCWM
141
Total Clarity Wealth Management
Illinois
$590K -$2.18K -15 -0.4%
CPIG
142
Chicago Partners Investment Group
Illinois
$589K +$9.55K +67 +2%
Two Sigma Advisers
143
Two Sigma Advisers
New York
$581K +$116K +800 +25%
ETIA
144
Epic Trust Investment Advisors
Washington
$577K -$16.6K -114 -3%
CA
145
CoreCap Advisors
Michigan
$563K -$98.5K -678 -15%
FWM
146
Fingerlakes Wealth Management
New York
$559K – – –
CRWM
147
Castle Rock Wealth Management
California
$542K – – –
PFA
148
Plotkin Financial Advisors
Maryland
$541K – – –
Comerica Bank
149
Comerica Bank
Texas
$531K +$531K +3,656 New
SPIA
150
Steward Partners Investment Advisory
New York
$520K -$29.8K -205 -5%
4 5
6
7 8