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First Trust NASDAQ-100 Technology Index Fund

234 hedge funds and large institutions have $724M invested in First Trust NASDAQ-100 Technology Index Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-19
Holders Change %
-7.51%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
58
Reduced
98
Closed
28
Calls
$388K
Puts
$53K
Net Calls
+$335K
Net Calls Change
+$187K
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
151
Cerity Partners
New York
$265K
ATC
152
Argent Trust Co
Tennessee
$264K
OHWP
153
Oak Harbor Wealth Partners
North Carolina
$262K -$62.9K -600 -19%
WF
154
Welch & Forbes
Massachusetts
$261K
GIA
155
Gladstone Institutional Advisory
Florida
$257K +$27.2K +260 +12%
CB
156
Commerce Bank
Missouri
$251K +$34.2K +327 +16%
AWM
157
Apollon Wealth Management
South Carolina
$247K
CS
158
Comerica Securities
Michigan
$246K +$1.36K +13 +0.6%
WFA
159
WMG Financial Advisors
Tennessee
$244K -$42.8K -407 -15%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$244K +$55.4K +529 +29%
RJT
161
Raymond James Trust
Florida
$244K +$244K +2,327 New
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$237K +$237K +2,259 New
BMC
163
Beaton Management Company
Massachusetts
$236K
TL
164
Tradewinds LLC
North Carolina
$233K
MA
165
Mezzasalma Advisors
New Jersey
$228K -$71.6K -681 -24%
AFAS
166
Acorn Financial Advisory Services
Virginia
$223K +$105 +1 +0%
CFB
167
Cullen/Frost Bankers
Texas
$221K
SWA
168
Stratos Wealth Advisors
Ohio
$219K -$64.4K -613 -23%
DC
169
Davenport & Co
Virginia
$211K
TSWM
170
Tyler-Stone Wealth Management
Ohio
$209K
BF
171
BOK Financial
Oklahoma
$207K
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$202K -$27K -258 -12%
BlackRock
173
BlackRock
New York
$198K
DWP
174
Destiny Wealth Partners
Florida
$171K -$8.9K -85 -5%
HIA
175
Harbor Investment Advisory
Maryland
$163K