Who owns First Trust NASDAQ-100 Ex-Tech Sec?

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Analyze quarterly positions in First Trust NASDAQ-100 Ex-Tech Sec with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of First Trust NASDAQ-100 Ex-Tech Sec stock

Who bought or sold First Trust NASDAQ-100 Ex-Tech Sec this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Wells Fargo & Company 229k $20M 10% Dec 2023
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Royal Bank of Canada 124k $11M 20% Dec 2023
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UBS Group 87k $7.7M 17% Dec 2023
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Kestra Private Wealth Services 81k $7.1M -2% Dec 2023
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Bank of America Corporation 42k $3.7M 3% Dec 2023
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Columbia Asset Management 42k $7.1M -1% Dec 2023
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Northeast Financial Consultants 40k $3.5M -2% Dec 2023
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Raymond James & Associates 35k $3.2M -7% Mar 2024
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Commonwealth Equity Services 32k $2.8M 0% Dec 2023
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Janney Montgomery Scott 32k $2.8M -4% Dec 2023
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Masso Torrence Wealth Management 24k $2.1M -27% Mar 2024
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Baird Financial 18k $1.6M -3% Dec 2023
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Branch Banking & Trust Company 18k $1.6M 3% Dec 2023
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Paragon Private Wealth Management 17k $1.5M 0% Dec 2023
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Kesler, Norman & Wride 16k $1.5M -1% Mar 2024
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Foundations Investment Advisors 12k $1.1M -33% Dec 2023
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WMG Financial Advisors 11k $999k 8% Dec 2023
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Citadel Advisors 11k $981k 127% Dec 2023
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Goldman Sachs Group 11k $952k 0% Dec 2023
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Stifel Financial 8.9k $789k 11% Dec 2023
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Fortune Financial Advisors 7.8k $708k 19% Mar 2024
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Cambridge Investment Research Advisors 4.7k $425k 6% Mar 2024
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Benjamin F. Edwards & Company 4.3k $382k 0% Dec 2023
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Raymond James Financial Services Advisors 2.9k $267k -36% Mar 2024
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Koshinski Asset Management 2.4k $212k 100% Dec 2023
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Proequities 1.0k $89M 0% Dec 2023
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Global Retirement Partners 703.00 $64k 118% Mar 2024
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Harbor Investment Advisory 638.00 $58k -14% Mar 2024
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Steward Partners Investment Advisory 501.00 $44k 0% Dec 2023
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Advisor Group Holdings 491.00 $43k -73% Dec 2023
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Geneos Wealth Management 400.00 $35k 0% Dec 2023
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Principal Securities 190.00 $17k 100% Dec 2023
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Harbour Investments 100.00 $8.8k 0% Dec 2023
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Bogart Wealth 28.00 $2.5k 0% Dec 2023
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Capital Investment Advisory Services 12.00 $1.1k 0% Dec 2023
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Who sold out of First Trust NASDAQ-100 Ex-Tech Sec?

Fund or Company Name Date Sold Shares Held Valued At
Nilsine Partners Dec 2023 14k $1.3M
Flow Traders US Sep 2023 8.8k $720k
Wedbush Morgan Securities Sep 2023 4.4k $359k
International Assets Investment Management Dec 2023 2.6k $227k