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First Trust NASDAQ-100 Technology Index Fund

231 hedge funds and large institutions have $825M invested in First Trust NASDAQ-100 Technology Index Fund in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

18% more capital invested

Capital invested by funds: $698M → $825M (+$127M)

1% more funds holding

Funds holding: 228231 (+3)

0.55% more ownership

Funds ownership: 50.72%51.27% (+0.55%)

35% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 84

Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
29
Increased
55
Reduced
84
Closed
21
Calls
$566K
Puts
Net Calls
+$566K
Net Calls Change
-$110K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$62.7M -$3.24M -27,040 -5%
Morgan Stanley
2
Morgan Stanley
New York
$61.6M -$3.7M -30,848 -6%
MIH
3
Meitav Investment House
Israel
$61M -$11.5M -95,683 -16%
Wells Fargo
4
Wells Fargo
California
$59.2M -$3.86M -32,213 -7%
Bank of America
5
Bank of America
North Carolina
$30.1M -$156K -1,303 -0.6%
KHLMVGHM
6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$29.2M
KIG
7
Kowal Investment Group
Wisconsin
$29M +$6.97M +58,141 +36%
UBS Group
8
UBS Group
Switzerland
$28.2M +$1.07M +8,896 +4%
RJA
9
Raymond James & Associates
Florida
$27.8M +$1.66M +13,839 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$25.1M -$2.83M -23,601 -11%
JP Morgan Chase
11
JP Morgan Chase
New York
$24.9M +$15.9M +132,774 +228%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23.1M +$3.62M +30,170 +21%
RW
13
RVW Wealth
California
$23M -$7.01M -58,517 -25%
SPWG
14
Syntegra Private Wealth Group
Missouri
$17.7M -$301K -2,509 -2%
Truist Financial
15
Truist Financial
North Carolina
$15.3M -$981K -8,182 -7%
Osaic Holdings
16
Osaic Holdings
Arizona
$14.7M -$318K -2,650 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$13.3M +$509K +4,249 +4%
Ameriprise
18
Ameriprise
Minnesota
$12.9M -$2.22M -18,500 -16%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$12.2M -$3.02M -25,159 -21%
KHLMTHM
20
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10.5M
KAS
21
Kestra Advisory Services
Texas
$9.44M +$1.04M +8,696 +14%
FIM
22
FWL Investment Management
Texas
$8.51M +$413K +3,450 +6%
SEP
23
Southland Equity Partners
Missouri
$8.21M +$96.7K +807 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$7.89M -$996K -8,307 -12%
OIA
25
OneDigital Investment Advisors
Kansas
$6.85M +$56.1K +468 +0.9%

QTEC Hedge Fund Activity: Q1 2023 in Review

231 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ-100 Technology Index Fund (QTEC) for Q1 2023, worth a combined $825M — up 18% from $698M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new QTEC positions and 21 closed out — a net gain of 8 holders — while 55 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.9M. The largest seller was Meitav Investment House, cutting an estimated $11.5M.

  • 231 institutional investors held First Trust NASDAQ-100 Technology Index Fund (QTEC) as of Q1 2023, up from 228 in Q4 2022.
  • Funds reported $825M of First Trust NASDAQ-100 Technology Index Fund stock for Q1 2023, up 18% quarter-over-quarter.
  • 29 funds opened new First Trust NASDAQ-100 Technology Index Fund positions in Q1 2023 and 21 closed out, a net change of +8 holders.
  • The largest First Trust NASDAQ-100 Technology Index Fund buyer in Q1 2023 was JP Morgan Chase, an estimated $15.9M added.
  • The largest First Trust NASDAQ-100 Technology Index Fund seller in Q1 2023 was Meitav Investment House, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2023.