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First Trust NASDAQ-100 Technology Index Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
WF
176
Welch & Forbes
Massachusetts
$362K
CWM
177
Cornerstone Wealth Management
Missouri
$362K -$14.5K -100 -4%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$359K +$88.6K +610 +33%
GRP
179
Global Retirement Partners
California
$351K -$225K -1,556 -39%
TL
180
Tradewinds LLC
North Carolina
$341K
JWCA
181
J.W. Cole Advisors
Florida
$334K -$79.6K -548 -19%
FFN
182
Focus Financial Network
Minnesota
$334K +$334K +2,297 New
IAS
183
Insigneo Advisory Services
Florida
$332K -$83.5K -575 -20%
ATC
184
Argent Trust Co
Tennessee
$323K -$42.7K -294 -12%
TSWM
185
Tyler-Stone Wealth Management
Ohio
$313K
SF
186
Synovus Financial
Georgia
$313K +$313K +2,152 New
BMC
187
Beaton Management Company
Massachusetts
$312K
AFAS
188
Acorn Financial Advisory Services
Virginia
$310K -$6.97K -48 -2%
CFB
189
Cullen/Frost Bankers
Texas
$307K
MA
190
Mezzasalma Advisors
New Jersey
$306K -$1.6K -11 -0.5%
OFS
191
OneAscent Financial Services
Alabama
$306K +$306K +2,104 New
AWM
192
Apollon Wealth Management
South Carolina
$300K -$24K -165 -7%
LSA
193
L & S Advisors
California
$297K -$116K -801 -28%
DC
194
Davenport & Co
Virginia
$293K
RJT
195
Raymond James Trust
Florida
$292K -$42.9K -295 -13%
BF
196
BOK Financial
Oklahoma
$289K
BlackRock
197
BlackRock
New York
$275K
TA
198
TruWealth Advisors
Louisiana
$272K
BCM
199
Brookstone Capital Management
Illinois
$270K -$26.8K -184 -9%
SPC
200
Sigma Planning Corp
Michigan
$269K +$269K +1,853 New