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First Trust NASDAQ-100 Technology Index Fund

99 hedge funds and large institutions have $1.4B invested in First Trust NASDAQ-100 Technology Index Fund in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+16
Holders Change %
+19.28%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
22
Increased
43
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$564M -$88.4M -1,468,931 -14%
Morgan Stanley
2
Morgan Stanley
New York
$180M -$2.01M -33,452 -1%
Wells Fargo
3
Wells Fargo
California
$150M -$6.09M -101,298 -4%
UBS Group
4
UBS Group
Switzerland
$56.7M +$1.17M +19,426 +2%
Bank of America
5
Bank of America
North Carolina
$52.2M +$2.59M +43,109 +5%
RJA
6
Raymond James & Associates
Florida
$45.2M +$12M +200,153 +36%
MML Investors Services
7
MML Investors Services
Massachusetts
$44.7M +$44.7M +742,549 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$34.2M -$3.39M -56,406 -9%
LPL Financial
9
LPL Financial
California
$25.7M +$9.14M +152,647 +55%
NCM
10
Niemann Capital Management
Nevada
$20.6M +$20.6M +343,070 New
NC
11
NewSquare Capital
Pennsylvania
$16M -$847K -14,074 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.7M +$1.43M +23,815 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13M +$8.74M +145,298 +207%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$12.9M +$1.03M +17,042 +9%
NA
15
Navellier & Associates
Nevada
$12.5M +$4.45M +73,918 +55%
Goldman Sachs
16
Goldman Sachs
New York
$12.1M -$5.97M -99,192 -33%
BCM
17
Brookstone Capital Management
Illinois
$12M -$2.29M -38,141 -16%
Stifel Financial
18
Stifel Financial
Missouri
$11.6M +$865K +14,373 +8%
Ameriprise
19
Ameriprise
Minnesota
$9.23M +$2.69M +49,363 +41%
UCFA
20
United Capital Financial Advisors
Texas
$8.87M +$7.44M +123,748 +521%
ODG
21
O'Dell Group
Ohio
$8.16M +$380K +6,317 +5%
HFS
22
HL Financial Services
Kentucky
$7.69M +$417K +6,930 +6%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$5.76M -$315K -5,244 -5%
TFA
24
Transamerica Financial Advisors
Florida
$5.43M -$1.15M -19,124 -17%
SB
25
Suntrust Banks
Georgia
$5.4M +$1.97M +46,154 +57%