QTEC icon

First Trust NASDAQ-100 Technology Index Fund
QTEC

Overview Fund Activity

172 hedge funds and large institutions have $1.33B invested in First Trust NASDAQ-100 Technology Index Fund in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-3
Holders Change %
-1.71%
% of All Funds
3.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
26
Increased
37
Reduced
84
Closed
27
Calls
$1.85M
Puts
$211K
Net Calls
+$1.64M
Net Calls Change
+$123K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$20.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.85M
3
OIA
OneDigital Investment Advisors
Kansas
$3.95M
4
PFC
Personal Financial Consultants
California
$2.49M
5
VF
Virtu Financial
New York
$3.4M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$535M
2
Wells Fargo
Wells Fargo
California
$123M
3
BFG
Barber Financial Group
Kansas
$4.63M
4
Morgan Stanley
Morgan Stanley
New York
$141M
5
RJA
Raymond James & Associates
Florida
$35.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$535M -$72.2M -1,060,669 -12%
Morgan Stanley
2
Morgan Stanley
New York
$141M -$14.8M -217,105 -9%
Wells Fargo
3
Wells Fargo
California
$123M -$35.2M -517,888 -22%
UBS Group
4
UBS Group
Switzerland
$43.1M -$10.5M -153,830 -20%
Bank of America
5
Bank of America
North Carolina
$42.3M -$3.68M -54,141 -8%
LPL Financial
6
LPL Financial
California
$38M -$4.45M -65,374 -10%
RJA
7
Raymond James & Associates
Florida
$35.9M -$12.8M -187,829 -26%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$28.3M +$1.44M +21,191 +5%
PVH
9
Psagot Value Holdings
Israel
$26.6M +$6.67K +98 +0%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$20.4M +$6.54M +96,154 +47%
NC
11
NewSquare Capital
Pennsylvania
$18.6M +$121K +1,785 +0.7%
MML Investors Services
12
MML Investors Services
Massachusetts
$17.6M -$1.33M -19,490 -7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$16.6M +$723K +10,629 +5%
Ameriprise
14
Ameriprise
Minnesota
$13.4M -$295K -4,339 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$13.3M -$1.45M -21,335 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12M -$4.74M -69,663 -28%
HFS
17
HL Financial Services
Kentucky
$11.1M +$341K +5,009 +3%
SB
18
Suntrust Banks
Georgia
$10.6M +$244K +3,592 +2%
AG
19
Advisor Group
Arizona
$9.14M +$475K +6,975 +5%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$8.91M +$155K +2,275 +2%
ODG
21
O'Dell Group
Ohio
$8.58M -$364K -5,342 -4%
RFM
22
Royal Fund Management
Florida
$6.43M -$113K -1,659 -2%
Stifel Financial
23
Stifel Financial
Missouri
$5.96M -$816K -12,003 -12%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.85M +$5.85M +85,962 New
CWSR
25
Chessman Wealth Strategies RIA
Texas
$5.41M -$2.85M -41,817 -34%
1
2 3 4 5