We are live on ! Find out more
QTEC icon

First Trust NASDAQ-100 Technology Index Fund

214 hedge funds and large institutions have $1.6B invested in First Trust NASDAQ-100 Technology Index Fund in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

34% more call options, than puts

Call options by funds: $306K | Put options by funds: $229K

33% more capital invested

Capital invested by funds: $1.2B → $1.6B (+$396M)

8% more funds holding

Funds holding: 198214 (+16)

2.13% more ownership

Funds ownership: 58.46%60.59% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

Holders
214
Holders Change
+16
Holders Change %
+8.08%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
39
Increased
71
Reduced
66
Closed
23
Calls
$306K
Puts
$229K
Net Calls
+$77K
Net Calls Change
+$446K
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
151
Pinnacle Family Advisors
Missouri
$242K +$219K +2,222 New
APA
152
American Portfolios Advisors
New York
$239K +$28.6K +290 +15%
NCM
153
Niemann Capital Management
Nevada
$234K +$211K +2,143 New
BWFA
154
Baltimore-Washington Financial Advisors
Maryland
$231K +$93.1K +945 New
AFWM
155
AMJ Financial Wealth Management
Virginia
$225K +$204K +2,066 New
AFAS
156
Acorn Financial Advisory Services
Virginia
$222K +$201K +2,036 New
Wolverine Trading
157
Wolverine Trading
Illinois
$221K +$204K +2,072 New
SW
158
SVB Wealth
Massachusetts
$218K +$197K +2,000 New
FFN
159
Focus Financial Network
Minnesota
$215K +$194K +1,967 New
TLP
160
Trinity Legacy Partners
Texas
$214K +$352K +3,570 New
FAAS
161
First Allied Advisory Services
California
$213K +$193K +1,957 New
DI
162
DFPG Investments
Utah
$207K +$183K +1,860 New
CIBC World Market
163
CIBC World Market
Ontario, Canada
$204K +$185K +1,874 New
BMC
164
Beaton Management Company
Massachusetts
$202K +$182K +1,850 New
VF
165
Virtu Financial
New York
$200K +$181K +1,836 New
IA
166
IFP Advisors
Florida
$191K +$16.6K +168 +10%
S
167
SignatureFD
Georgia
$190K +$39.6K +402 +30%
CG
168
Cutler Group
California
$182K +$118K +1,200 +253%
HIA
169
Harbor Investment Advisory
Maryland
$169K
SPIA
170
Steward Partners Investment Advisory
New York
$161K
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$148K +$64K +650 +99%
QCG
172
Quadrant Capital Group
Ohio
$147K +$132K +1,344 New
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$130K +$58K +589 +97%
OIA
174
Optimum Investment Advisors
Illinois
$128K -$182K -1,847 -61%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$128K -$110K -1,117 -49%

QTEC Hedge Fund Activity: Q2 2020 in Review

214 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ-100 Technology Index Fund (QTEC) for Q2 2020, worth a combined $1.6B — up 33% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new QTEC positions and 23 closed out — a net gain of 16 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $25.1M. The largest seller was Total Investment Management, exiting entirely with an estimated $22.9M sold.

  • 214 institutional investors held First Trust NASDAQ-100 Technology Index Fund (QTEC) as of Q2 2020, up from 198 in Q1 2020.
  • Funds reported $1.6B of First Trust NASDAQ-100 Technology Index Fund stock for Q2 2020, up 33% quarter-over-quarter.
  • 39 funds opened new First Trust NASDAQ-100 Technology Index Fund positions in Q2 2020 and 23 closed out, a net change of +16 holders.
  • The largest First Trust NASDAQ-100 Technology Index Fund buyer in Q2 2020 was Meitav Investment House, an estimated $25.1M added.
  • The largest First Trust NASDAQ-100 Technology Index Fund seller in Q2 2020 was Total Investment Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2020.