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Get Institutions for : 
First Trust NASDAQ-100-Tech Index (QTEC)  
$182.75 2.61 (1.45%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 296    27
Total shares held : 
13,665,994  
% of shares held : 
55.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  44  
Amount of shares held : 
208,392  
% of shares held change : 
  0.85%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$146.44  
Last Quarter's Ending Price : 
$175.47  
Last Quarter's Average Price
$155.82  
Change from last quarter's     
avg. price to the last closing  : 
26.93 (17.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
37
 442,161
 3.24%
 
Increased Positions :
106
 920,144
 6.73%
 
Unchanged Positions :
64
 220,157
 1.61%
 
Decreased Positions :
89
-1,100,435
-8.05%
 
Closed Positions :
10
-53,478
-0.39%
 
Guru Positions :
1
1,418
 0.01%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WELLS FARGO & CO/MN 340 - 2023-12-31 837,087 $146,884,000 116,378
   MORGAN STANLEY 951 - 2023-12-31 802,471 $140,810,000 46,382
   LPL FINANCIAL CORP 270 - 2023-12-31 591,041 $103,710,000 55,302
   BANK OF AMERICA CORP /DE/ 1006 - 2023-12-31 383,611 $67,312,000 37,665
   RAYMOND JAMES & ASSOCIATES 410 - 2024-03-31 262,429 $50,040,000 17,745
   ROYAL BANK OF CANADA 721 - 2023-12-31 264,026 $46,329,000 18,266
   UBS Group AG 732 - 2023-12-31 248,920 $43,678,000 11,434
   AMERIPRISE FINANCIAL INC 923 - 2023-12-31 206,714 $36,347,000 37,653
   J P MORGAN CHASE & CO 1255 - 2023-12-31 205,812 $36,114,000 1,856
   Advisor Group Holdings Inc. 310 - 2023-12-31 190,033 $33,336,000 44,574
   ENVESTNET ASSET MANAGEMENT INC 867 - 2023-12-31 157,758 $27,682,000 2,827
   Baird Financial Group Inc. 302 - 2023-12-31 123,575 $21,684,000 13,575
   Syntegra Private Wealth Group LLC 9 - 2023-12-31 122,908 $21,567,000 1,369
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 281 - 2024-03-31 93,165 $17,765,000 18,774
   Goss Wealth Management LLC 132 - 2023-12-31 94,803 $16,806,000 2,388
   COMMONWEALTH EQUITY SERVICES LLC. 525 - 2023-12-31 91,404 $16,039,000 1,610
   Nilsine Partners LLC 5 - 2024-03-31 82,662 $15,762,000 72,199
   TCP Asset Management LLC 7 - 2024-03-31 78,942 $15,053,000 23,146
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 548 - 2023-12-31 75,432 $13,236,000 66,321
   ADVISORY SERVICES NETWORK, LLC 53 - 2023-12-31 74,542 $13,080,000 3,574
   STIFEL FINANCIAL CORP 693 - 2023-12-31 71,342 $12,519,000 17,558
   Kestra Advisory Services LLC 220 - 2023-12-31 71,318 $12,514,000 11,275
   Southland Equity Partners LLC 7 - 2024-03-31 64,628 $12,323,000 502
   ODonnell Financial Services LLC 8 - 2024-03-31 63,367 $12,083,000 9,989
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 386 - 2023-12-31 61,270 $10,751,000 6,765
   Private Advisor Group LLC 242 - 2023-12-31 58,081 $10,191,000 3,779
   DAVIDSON D A & CO 167 - 2023-12-31 55,289 $9,702,000 15,680
   GOLDMAN SACHS GROUP INC/ 2141 - 2023-12-31 51,997 $9,124,000 49,401
   AE Wealth Management LLC 484 - 2023-12-31 38,702 $7,047,000 7,229
   GREAT VALLEY ADVISOR GROUP INC. 107 - 2023-12-31 38,956 $6,835,000 8,392
   PCG Wealth Advisors LLC 10 - 2024-03-31 25,237 $4,812,000 4,461
   HARBOUR INVESTMENTS INC. 96 - 2023-12-31 26,835 $4,709,000 4,041
   Global Retirement Partners LLC 123 - 2024-03-31 24,638 $4,698,000 5,103
   TWO SIGMA ADVISERS, LLC 842 - 2023-12-31 26,300 $4,615,000 22,300
   SPC FINANCIAL, INC. 40 - 2023-12-31 24,762 $4,345,000 1,359
   GTS SECURITIES LLC 205 - 2023-12-31 24,324 $4,270,000 813
   NAVELLIER & ASSOCIATES INC 43 - 2023-12-31 24,061 $4,222,000 24,061
   Sowell Financial Services LLC - 2023-12-31 23,505 $4,124,000 639
   Stratos Wealth Partners LTD. 271 - 2024-03-31 21,217 $4,046,000 11,835
   OPPENHEIMER & CO INC 313 - 2023-12-31 22,570 $3,960,000 5,806
   Cetera Investment Advisers 537 - 2023-12-31 21,593 $3,789,000 5,001
   MML INVESTORS SERVICES LLC 726 - 2023-12-31 21,288 $3,735,000 217
   HIGHTOWER ADVISORS, LLC 1131 - 2023-12-31 19,654 $3,447,000 813
   Concentrum Wealth Management 14 - 2023-12-31 18,999 $3,334,000 667
   H D Vest Advisory Services 376 - 2023-12-31 18,640 $3,271,000 2,070
   Snowden Capital Advisors LLC 212 - 2023-12-31 17,840 $3,130,000 8,285
   Ausdal Financial Partners Inc. 67 - 2024-03-31 16,400 $3,127,000 69
   Rockefeller Capital Management L.P. 818 - 2023-12-31 15,170 $2,662,000 530
   TriaGen Wealth Management LLC 24 - 2024-03-31 13,303 $2,537,000 398
   IFG Advisory LLC 147 - 2023-12-31 14,075 $2,470,000 423
   Paragon Private Wealth Management LLC 11 - 2023-12-31 13,743 $2,411,000 955
   ATRIA INVESTMENTS LLC 529 - 2023-12-31 13,732 $2,410,000 81
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 81 - 2024-03-31 12,243 $2,344,000 288
   Coppell Advisory Solutions LLC 56 - 2023-12-31 11,619 $2,039,000 11,619
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 940 - 2024-03-31 10,378 $1,979,000 1,296
   PNC FINANCIAL SERVICES GROUP INC 918 - 2023-12-31 10,168 $1,784,000 387
   KESTRA PRIVATE WEALTH SERVICES LLC 388 - 2023-12-31 9,659 $1,695,000 3,930
   Apeiron RIA LLC 45 - 2024-03-31 7,903 $1,507,000 138
   TFG Advisers LLC 48 - 2023-12-31 8,529 $1,497,000 339
   REGAL INVESTMENT ADVISORS, LLC 185 - 2023-12-31 8,498 $1,491,000 195
   Wealthfront Advisers LLC 540 - 2024-03-31 7,790 $1,485,000 3,556
   WEDBUSH MORGAN SECURITIES INC 253 - 2023-12-31 7,539 $1,323,000 19
   Geneos Wealth Management Inc. - 2023-12-31 7,389 $1,297,000 6,069
   DAVENPORT & CO LLC - 2023-12-31 7,349 $1,290,000 5,335
   Kesler Norman & Wride LLC 98 - 2024-03-31 6,404 $1,221,000 97
   Belpointe Asset Management LLC 193 - 2023-12-31 6,770 $1,188,000 3,525
   WMG Financial Advisors LLC 27 - 2023-12-31 6,754 $1,185,000 415
   CREATIVE PLANNING 1163 - 2023-12-31 6,436 $1,129,000 147
   HFG Advisors Inc. 27 - 2024-03-31 5,816 $1,109,000 13
   RFG Advisory Group LLC 336 - 2024-03-31 5,725 $1,092,000 2,417
   CAPTRUST FINANCIAL ADVISORS 1205 - 2023-12-31 6,168 $1,082,000 143
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 672 - 2023-12-31 5,827 $1,022,000 1,193
   Summit Financial LLC 185 - 2024-03-31 5,220 $995,000 411
   SYNOVUS FINANCIAL CORP 433 - 2023-12-31 5,652 $992,000 3,500
   DB Wealth Management Group LLC 41 - 2023-12-31 5,528 $970,000 2,528
   PROEQUITIES INC. 309 - 2023-12-31 5,130 $900,000 402
   Chicago Partners Investment Group LLC 349 - 2024-03-31 4,492 $808,000 308
   PROSPERA FINANCIAL SERVICES 526 - 2023-12-31 4,490 $788,000 380
   Aurora Private Wealth Inc. 41 - 2024-03-31 3,841 $735,000 2,537
   Steward Partners Investment Advisory LLC 849 - 2023-12-31 3,988 $700,000 408
   Coastal Investment Advisors Inc. 167 - 2024-03-31 3,612 $689,000 400
   Patriot Financial Group Insurance Agency LLC 202 - 2023-12-31 3,770 $662,000 609
   NORTHERN TRUST CORP 3450 - 2023-12-31 3,745 $657,000 663
   IFP Advisors Inc 503 - 2023-12-31 3,490 $612,000 2,139
   LINCOLN NATIONAL CORP 597 - 2023-12-31 3,459 $607,000 3,459
   Cornerstone Wealth Management LLC 310 - 2024-03-31 2,952 $563,000 433
   Virtue Capital Management LLC 165 - 2023-12-31 3,358 $561,000 578
   HPM Partners LLC - 2023-12-31 3,143 $552,000 3,143
   RAYMOND JAMES TRUST CO 689 - 2024-03-31 2,834 $540,000 823
   OneAscent Financial Services LLC 194 - 2024-03-31 2,815 $537,000 393
   Pinnacle Family Advisors LLC 51 - 2023-12-31 3,019 $530,000 1,184
   Lebenthal Global Advisors LLC 112 - 2023-12-31 2,880 $505,000 330
   COMERICA SECURITIESINC. 278 - 2023-09-30 3,322 $483,000 822
   FMR LLC 2549 - 2023-12-31 2,671 $469,000 200
   INSIGNEO ADVISORY SERVICES LLC 261 - 2023-12-31 2,500 $439,000 213
   Financial Advocates Investment Management 458 - 2023-12-31 2,479 $435,000 960
   J.W. COLE ADVISORS INC. 535 - 2023-12-31 2,396 $420,000 97
   Apollon Wealth Management LLC 718 - 2023-12-31 2,372 $416,000 308
   Sunbelt Securities Inc. 356 - 2024-03-31 2,176 $415,000 69
   Tyler-Stone Wealth Management 106 - 2023-12-31 2,192 $385,000 35

  100 Records found
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