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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FIRST TRUST ADVISORS LP 4 - 2023-12-31 4,179,276 $733,338,000 -527,535
   MEITAV DASH INVESTMENTS LTD 18 - 2023-12-31 519,422 $91,140,000 -248,231
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 288 - 2024-03-31 225,811 $43,058,000 -104,404
   Kowal Investment Group LLC 4 - 2024-03-31 209,350 $39,919,000 -6,296
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 189,899 $33,300,000 -36,505
   BB&T CORP 372 - 2023-12-31 125,621 $22,043,000 -8,942
   RVW Wealth LLC 16 - 2024-03-31 106,437 $20,295,000 -2,765
   ODell Group LLC 9 - 2023-12-31 111,158 $19,505,000 -694
   JANNEY MONTGOMERY SCOTT LLC 343 - 2023-12-31 96,236 $16,887,000 -865
   MILLER INVESTMENT MANAGEMENT LP 13 - 2023-12-31 86,832 $15,236,000 -1,854
   CFG ASSET MANAGEMENT LLC 17 - 2023-12-31 81,930 $14,376,000 -35,310
   WCG Wealth Advisors LLC 32 - 2023-12-31 71,592 $12,562,000 -14,264
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe - 2023-12-31 68,447 $12,003,000 -12,595
   BENJAMIN F. EDWARDS & COMPANY INC. 122 - 2023-12-31 61,408 $10,775,000 -4,105
   MARINER WEALTH ADVISORS, LLC 468 - 2023-12-31 58,257 $10,222,000 -3,756
   FWL INVESTMENT MANAGEMENT LLC 2 - 2023-12-31 55,500 $9,739,000 -7,129
   Resources Investment Advisors Inc. 132 - 2023-12-31 49,558 $8,696,000 -1,146
   Integrated Wealth Concepts LLC 188 - 2023-12-31 39,839 $6,991,000 -835
   Royal Fund Management LLC 33 - 2024-03-31 35,474 $6,771,000 -2,136
   VisionPoint Advisory Group LLC 6 - 2023-12-31 35,859 $6,292,000 -13,720
   CWM LLC 387 - 2024-03-31 30,552 $5,826,000 -12,393
   Mainsail Financial Group LLC 7 - 2024-03-31 28,656 $5,464,000 -131
   MinichMacGregor Wealth Management LLC 37 - 2024-03-31 26,040 $4,985,000 -1,500
   Atria Wealth Solutions Inc. 394 - 2023-12-31 21,004 $3,686,000 -3,152
   Thrive Capital Management LLC 13 - 2023-12-31 19,569 $3,434,000 -1,209
   Continuum Advisory LLC 41 - 2023-12-31 18,909 $3,318,000 -2,676
   Laurel Wealth Advisors Inc. 72 - 2022-12-31 31,391 $3,304,000 -7,994
   MTM Investment Management LLC 22 - 2024-03-31 15,569 $2,969,000 -142
   Arkadios Wealth Advisors - 2023-12-31 15,710 $2,757,000 -208
   Cyndeo Wealth Partners LLC 124 - 2024-03-31 13,884 $2,647,000 -5,048
   Merit Financial Group LLC 186 - 2023-12-31 12,639 $2,218,000 -4,968
   Santori & Peters Inc. 16 - 2024-03-31 11,292 $2,153,000 -392
   MULTIFINANCIAL SECURITIES CORP 483 - 2023-12-31 12,072 $2,118,000 -242
   FINANCIAL NETWORK 953 - 2023-12-31 11,437 $2,007,000 -330
   Envestnet Portfolio Solutions Inc. 596 - 2023-12-31 11,399 $2,000,000 -2,228
   TRANSAMERICA FINANCIAL ADVISORS, INC. 73 - 2023-12-31 9,457 $1,660,000 -6,536
   FLOW TRADERS U.S. LLC 262 - 2023-12-31 8,663 $1,520,000 -395
   Foundations Investment Advisors LLC 252 - 2023-12-31 8,345 $1,510,000 -10,205
   BANK OF NEW YORK MELLON CORP 2916 - 2024-03-31 7,875 $1,502,000 -140
   Delos Wealth Advisors LLC 15 - 2023-12-31 8,267 $1,451,000 -195
   IHT Wealth Management LLC 301 - 2023-12-31 8,013 $1,406,000 -25,924
   Wealthcare Advisory Partners LLC 306 - 2024-03-31 6,968 $1,329,000 -164
   Jacobi Capital Management LLC 161 - 2023-12-31 6,870 $1,206,000 -46
   Total Clarity Wealth Management Inc. 72 - 2024-03-31 5,847 $1,115,000 -1,885
   Blackston Financial Advisory Group LLC 20 - 2023-12-31 6,323 $1,110,000 -242
   PACIFIC SUN FINANCIAL CORP 45 - 2023-12-31 6,077 $1,066,000 -372
   Kingsview Wealth Management LLC 470 - 2023-12-31 5,723 $1,004,000 -7,052
   Pine Valley Investments Ltd Liability Co 206 - 2023-12-31 5,702 $1,001,000 -486
   NATIONAL BANK OF CANADA /FI/ 1019 - 2023-12-31 5,835 $992,000 -55
   NATIONAL ASSET MANAGEMENT, INC. 530 - 2023-12-31 5,615 $985,000 -545
   US BANCORP 1171 - 2023-12-31 4,994 $876,000 -4,205
   Accel Wealth Management 74 - 2024-03-31 4,330 $826,000 -201
   Peterson Wealth Advisors LLC 35 - 2024-03-31 4,090 $780,000 -321
   BANK HAPOALIM BM - 2023-12-31 4,395 $771,000 -326
   Stonebridge Financial Planning Group LLC 62 - 2023-12-31 4,250 $746,000 -250
   CAPSTONE INVESTMENT ADVISORS LLC 267 - 2023-12-31 4,248 $745,000 -4,920
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1089 - 2023-09-30 5,112 $743,000 -355
   IAMS WEALTH MANAGEMENT LLC 65 - 2024-03-31 3,908 $734,000 -1,124
   Fingerlakes Wealth Management Inc. 39 - 2024-03-31 3,656 $697,000 -9
   CoreCap Advisors LLC 298 - 2023-12-31 3,828 $672,000 -49
   Epic Trust Investment Advisors LLC 31 - 2024-03-31 3,359 $641,000 -495
   COMERICA BANK 1772 - 2023-12-31 3,511 $616,000 -145
   Register Financial Advisors LLC 83 - 2024-03-31 3,216 $613,000 -2
   Delta Financial Group Inc. 95 - 2023-12-31 3,495 $613,000 -40
   Castle Rock Wealth Management LLC 132 - 2023-12-31 3,654 $609,000 -14
   Capital Wealth Alliance LLC - 2023-12-31 3,303 $580,000 -214
   PFG Advisors 348 - 2023-12-31 3,151 $553,000 -26
   Nelson Van Denburg & Campbell Wealth Management Gr 331 - 2023-12-31 3,006 $527,000 -124
   GSA CAPITAL PARTNERS LLP 785 - 2023-12-31 2,905 $510,000 -1,662
   Castleview Partners LLC 67 - 2023-12-31 2,717 $477,000 -231
   PARK AVENUE SECURITIES LLC 970 - 2024-03-31 2,488 $474,000 -130
   RATHBONE BROTHERS PLC 423 - 2023-12-31 2,430 $426,000 -921
   FIRST HEARTLAND CONSULTANTS INC 248 - 2023-12-31 2,261 $397,000 -705
   Atlas Private Wealth Advisors 105 - 2023-12-31 2,172 $381,000 -630
   Old Port Advisors 156 - 2023-09-30 2,509 $364,000 -60
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 179 - 2023-12-31 2,066 $363,000 -65
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 590 - 2023-12-31 2,029 $356,000 -50
   L & S ADVISORS INC 174 - 2023-12-31 1,842 $323,000 -204
   Mezzasalma Advisors LLC 77 - 2024-03-31 1,577 $301,000 -491
   CULLEN FROST BANKERS INC 431 - 2023-12-31 1,700 $298,000 -410
   Change Path LLC 505 - 2023-12-31 1,668 $293,000 -174
   MERCER GLOBAL ADVISORS INC /ADV 1620 - 2023-12-31 1,656 $291,000 -30
   JANE STREET GROUP LLC 4519 - 2023-12-31 1,520 $267,000 -24,575
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 912 - 2023-12-31 1,502 $263,000 -4,430
   ZACKS INVESTMENT MANAGEMENT 563 - 2023-12-31 1,356 $238,000 -84
   Sigma Planning Corp 701 - 2023-12-31 1,356 $238,000 -497
   Purus Wealth Management LLC 103 - 2024-03-31 1,173 $224,000 -31
   BP WEALTH MANAGEMENT LLC 740 - 2023-12-31 1,225 $215,000 -160
   Ten Capital Wealth Advisors LLC 133 - 2023-06-30 1,292 $190,000 -1,455
   PRIVATE TRUST CO NA 700 - 2024-03-31 885 $169,000 -76
   Focused Wealth Management Inc 204 - 2023-12-31 536 $94,000 -28
   Avondale Wealth Management 71 - 2024-03-31 414 $79,000 -10
   BALDWIN BROTHERS INC/MA 352 - 2024-03-31 295 $56,000 -55
   Larson Financial Group LLC 693 - 2023-12-31 226 $40,000 -87
   Tradition Wealth Management LLC 729 - 2023-12-31 182 $32,000 -63
   ALPHAMARK ADVISORS LLC 394 - 2024-03-31 155 $30,000 -145
   Venturi Wealth Management LLC 1297 - 2024-03-31 6 $1,000 -5
   Newbridge Financial Services Group Inc. 1065 - 2024-03-31 4 $1,000 -381
   GRADIENT INVESTMENTS LLC 1176 - 2024-03-31 0 $0 -65
  99 Records found
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