First Trust NASDAQ 100 Ex-Technology Sector Index Fund (QQXT) Institutional Ownership

$87.28
+0.35 (+0.40%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust NASDAQ 100 Ex-Technology Sector Index Fund (NASDAQ:QQXT)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$54.21M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$19.95M
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QQXT Institutional Buying and Selling by Quarter

First Trust NASDAQ 100 Ex-Technology Sector Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Global Retirement Partners LLC703$64K0.0%+117.6%0.044%
4/23/2024 Masso Torrence Wealth Management Inc.23,457$2.14M1.3%-27.4%1.466%
4/20/2024 Kesler Norman & Wride LLC16,399$1.49M0.3%-0.9%1.025%
2/13/2024Oppenheimer & Co. Inc.36,533$3.22M0.1%+54.7%1.827%
2/9/2024Wells Fargo & Company MN228,646$20.15M0.0%+10.1%11.432%
2/9/2024UBS Group AG87,361$7.70M0.0%+16.8%4.368%
2/8/2024WMG Financial Advisors LLC11,332$999K0.7%+8.2%0.567%
2/8/2024Foundations Investment Advisors LLC12,293$1.09M0.0%-32.5%0.615%
2/8/2024Janney Montgomery Scott LLC31,979$2.82M0.0%-4.1%1.599%
2/5/2024Kestra Private Wealth Services LLC81,031$7.14M0.2%-2.2%4.052%
2/2/2024Truist Financial Corp17,725$1.56M0.0%+2.5%0.886%
2/1/2024 Masso Torrence Wealth Management Inc.32,322$2.85M1.9%-50.2%1.616%
1/29/2024Koshinski Asset Management Inc.2,400$212K0.0%N/A0.120%
1/24/2024 Nilsine Partners LLC14,436$1.27M0.2%-1.7%0.722%
1/24/2024 International Assets Investment Management LLC227,375$20.04M0.0%N/A11.369%
1/16/2024 Raymond James Financial Services Advisors Inc.4,552$401K0.0%+19.3%0.228%
1/16/2024 Raymond James & Associates37,669$3.32M0.0%-5.2%1.883%
1/11/2024 Kesler Norman & Wride LLC16,548$1.46M0.3%-0.9%0.827%
11/14/2023Private Advisory Group LLC3,070$250K0.0%-60.5%0.150%
11/14/2023Paragon Private Wealth Management LLC16,891$1.37M1.1%-2.1%0.824%
11/13/2023Garden State Investment Advisory Services LLC12,293$1M0.5%+2.5%0.600%
11/13/2023LPL Financial LLC144,997$11.80M0.0%+8.3%7.073%
11/13/2023 Kesler Norman & Wride LLC16,703$1.36M0.3%-0.8%0.815%
11/9/2023UBS Group AG74,781$6.08M0.0%+1.0%3.648%
11/8/2023Janney Montgomery Scott LLC33,349$2.71M0.0%+1.5%1.627%
11/8/2023Oppenheimer & Co. Inc.23,616$1.92M0.0%+3.5%1.152%
11/8/2023Kestra Private Wealth Services LLC82,852$6.74M0.2%-5.5%4.042%
11/7/2023 Masso Torrence Wealth Management Inc.64,898$5.28M4.1%-2.3%3.166%
10/25/2023 Fortune Financial Advisors LLC6,614$538K0.4%+5.7%0.323%
10/24/2023 Raymond James Financial Services Advisors Inc.3,816$310K0.0%-96.9%0.186%
10/24/2023 Raymond James & Associates39,718$3.23M0.0%-5.5%1.937%
10/24/2023Cambridge Investment Research Advisors Inc.10,891$886K0.0%-32.0%0.531%
10/23/2023Commonwealth Equity Services LLC32,290$2.63M0.0%-9.9%1.575%
10/13/2023 Global Retirement Partners LLC322$26K0.0%-60.8%0.016%
10/5/2023Foundations Investment Advisors LLC18,215$1.48M0.0%+40.4%0.889%
8/11/2023Baird Financial Group Inc.34,611$2.92M0.0%+85.5%1.538%
8/11/2023 Masso Torrence Wealth Management Inc.66,435$5.60M4.0%+166.5%2.953%
8/10/2023Commonwealth Equity Services LLC35,827$3.02M0.0%+1.4%1.592%
8/9/2023Flow Traders U.S. LLC3,392$286K0.0%N/A0.151%
8/8/2023Kestra Private Wealth Services LLC87,715$7.40M0.3%+2.9%3.898%
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8/7/2023Second Half Financial Partners LLC13,564$1.14M0.3%N/A0.603%
8/7/2023 Fortune Financial Advisors LLC6,258$528K0.4%N/A0.278%
8/3/2023Paragon Private Wealth Management LLC17,248$1.46M1.2%-0.7%0.767%
8/3/2023WMG Financial Advisors LLC11,891$1.00M0.7%-25.3%0.528%
8/3/2023Oppenheimer & Co. Inc.22,808$1.92M0.0%+36.5%1.014%
8/1/2023Truist Financial Corp18,375$1.55M0.0%+6.8%0.817%
7/31/2023LPL Financial LLC133,887$11.29M0.0%+244.5%5.951%
7/27/2023 Kesler Norman & Wride LLC16,837$1.42M0.3%-1.6%0.748%
7/26/2023Janney Montgomery Scott LLC32,859$2.77M0.0%-2.9%1.460%
7/25/2023 Raymond James Financial Services Advisors Inc.124,555$10.51M0.0%-17.5%5.536%
7/25/2023 Raymond James & Associates42,034$3.55M0.0%-5.1%1.868%
7/21/2023 Nilsine Partners LLC14,559$1.23M0.2%-4.1%0.647%
7/19/2023Foundations Investment Advisors LLC12,973$1.09M0.0%+5.5%0.577%
7/17/2023 Wealthcare Advisory Partners LLC9,608$810K0.0%N/A0.418%
7/13/2023Cambridge Investment Research Advisors Inc.16,025$1.35M0.0%+5.0%0.697%
7/10/2023AE Wealth Management LLC52,718$4.45M0.0%N/A2.292%
5/12/2023 Masso Torrence Wealth Management Inc.24,925$2.06M1.6%N/A1.246%
5/11/2023Commonwealth Equity Services LLC35,336$2.91M0.0%-3.9%1.767%
5/10/2023Oppenheimer & Co. Inc.16,705$1.38M0.0%-4.3%0.835%
5/10/2023LPL Financial LLC38,866$3.21M0.0%+27.2%1.943%
5/8/2023 Global Retirement Partners LLC918$74K0.0%+83.6%0.046%
5/5/2023Truist Financial Corp17,201$1.42M0.0%-7.5%0.860%
4/28/2023Janney Montgomery Scott LLC33,836$2.79M0.0%-0.4%1.651%
4/25/2023Foundations Investment Advisors LLC12,299$1.01M0.0%+276.3%0.600%
4/19/2023 International Assets Investment Management LLC4,995$675K0.1%N/A0.250%
4/18/2023WMG Financial Advisors LLC15,908$1.31M1.1%+14.6%0.795%
4/17/2023Paragon Private Wealth Management LLC17,375$1.43M1.2%-24.9%0.869%
4/14/2023 Raymond James Financial Services Advisors Inc.150,985$12.45M0.0%N/A7.549%
4/14/2023 Raymond James & Associates44,298$3.65M0.0%-3.8%2.215%
4/11/2023 Kesler Norman & Wride LLC17,105$1.41M0.4%-8.0%0.855%
2/14/2023Paragon Private Wealth Management LLC23,129$1.77M1.6%+5.1%1.250%
2/9/2023 Financial Enhancement Group LLC109,891$9.05M1.7%-4.8%5.940%
2/8/2023 Raymond James & Associates46,025$3.51M0.0%-14.8%2.488%
2/8/2023UBS Group AG71,697$5.47M0.0%+1.8%3.876%
2/8/2023Oppenheimer & Co. Inc.17,451$1.33M0.0%-2.6%0.943%
2/7/2023Commonwealth Equity Services LLC36,763$2.81M0.0%-2.6%1.987%
2/7/2023LPL Financial LLC30,561$2.33M0.0%+58.4%1.652%
2/7/2023Envestnet Asset Management Inc.3,149$240K0.0%N/A0.170%
2/7/2023 Kesler Norman & Wride LLC18,591$1.42M0.4%-1.7%1.005%
2/1/2023Janney Montgomery Scott LLC33,975$2.59M0.0%-3.5%1.836%
2/1/2023Kestra Private Wealth Services LLC68,311$5.21M0.3%N/A3.692%
1/30/2023Concourse Financial Group Securities Inc.668$51K0.0%-40.9%0.036%
1/11/2023Foundations Investment Advisors LLC3,268$249K0.0%N/A0.187%
12/5/2022Centaurus Financial Inc.1,540$108K0.0%N/A0.093%
11/15/2022Commonwealth Equity Services LLC37,746$2.64M0.0%+8.6%2.288%
11/14/2022Gateway Advisory LLC43,940$3.07M0.8%N/A2.663%
11/14/2022MML Investors Services LLC15,707$1.10M0.0%-0.8%0.952%
11/14/2022Oppenheimer & Co. Inc.17,923$1.25M0.0%-16.5%1.086%
11/10/2022UBS Group AG70,440$4.92M0.0%-4.2%4.269%
10/28/2022Benjamin F. Edwards & Company Inc.2,959$207K0.0%+12.3%0.179%
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10/27/2022 Financial Enhancement Group LLC115,385$8.06M1.9%+135.0%6.993%
10/26/2022Truist Financial Corp17,474$1.22M0.0%-2.0%1.028%
10/25/2022Janney Montgomery Scott LLC35,220$2.46M0.0%+0.5%2.072%
10/25/2022 Raymond James Financial Services Advisors Inc.4,167$291K0.0%-32.9%0.245%
10/19/2022 Kesler Norman & Wride LLC18,922$1.32M0.4%+99.3%1.113%
10/18/2022WMG Financial Advisors LLC13,784$972K0.9%+8.3%0.811%
10/13/2022Onyx Bridge Wealth Group LLC9,158$643K0.3%N/A0.539%
8/13/2022Flow Traders U.S. LLC3,134$221K0.0%N/A0.202%
8/11/2022UBS Group AG73,508$5.19M0.0%-0.8%4.742%
8/8/2022Baird Financial Group Inc.17,853$1.26M0.0%+3.6%1.152%
(Data available from 1/1/2016 forward)

QQXT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QQXT shares?

During the previous two years, 36 institutional investors and hedge funds held shares of First Trust NASDAQ 100 Ex-Technology Sector Index Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($20.15M), International Assets Investment Management LLC ($20.04M), LPL Financial LLC ($11.80M), Financial Enhancement Group LLC ($9.05M), UBS Group AG ($7.70M), Kestra Private Wealth Services LLC ($7.14M), and AE Wealth Management LLC ($4.45M).Learn more on QQXT's institutional investors.

Which institutional investors have been buying First Trust NASDAQ 100 Ex-Technology Sector Index Fund stock?

Of the 31 institutional investors that purchased First Trust NASDAQ 100 Ex-Technology Sector Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($232.37K), Raymond James Financial Services Advisors Inc. ($151.72K), LPL Financial LLC ($125.70K), Kestra Private Wealth Services LLC ($70.81K), Masso Torrence Wealth Management Inc. ($66.44K), Financial Enhancement Group LLC ($66.28K), and AE Wealth Management LLC ($52.72K).

How much institutional buying is happening at First Trust NASDAQ 100 Ex-Technology Sector Index Fund?

Institutional investors have bought a total of 1,017,609 shares in the last 24 months. This purchase volume represents approximately $119.84M in transactions.

Which First Trust NASDAQ 100 Ex-Technology Sector Index Fund major shareholders have been selling company stock?

Of the 20 institutional investors that sold First Trust NASDAQ 100 Ex-Technology Sector Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($149.21K), Masso Torrence Wealth Management Inc. ($42.98K), Raymond James & Associates ($17.56K), Oppenheimer & Co. Inc. ($11.75K), Kestra Private Wealth Services LLC ($6.68K), Paragon Private Wealth Management LLC ($6.24K), and Commonwealth Equity Services LLC ($5.95K).

How much institutional selling is happening at First Trust NASDAQ 100 Ex-Technology Sector Index Fund?

Institutional investors have sold a total of 280,377 shares in the last 24 months. This volume of shares sold represents approximately $26.73M in transactions.


This page (NASDAQ:QQXT) was last updated on 4/25/2024 by MarketBeat.com Staff

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