First Trust Nasdaq-100 Ex-Technology Sector Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAPITAL PERFORMANCE ADVISORS LLP | 08/14/2026 | 175.74 K | $17.16 M | -3.48% | 1.59% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 151.62 K | $14.80 M | -1.82% | 1.37% |
| MORGAN STANLEY | 08/13/2026 | 144.54 K | $14.11 M | -4.29% | 1.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 61.52 K | $6.01 M | 34.10% | 0.56% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 58.36 K | $5.70 M | -23.29% | 0.53% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 54.17 K | $5.29 M | -70.98% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 47.60 K | $4.65 M | 37.40% | 0.43% |
| PROACTIVE WEALTH STRATEGIES LLC | 08/10/2026 | 43.37 K | $4.23 M | -5.81% | 0.39% |
| LPL FINANCIAL LLC | 08/07/2026 | 37.34 K | $3.65 M | -10.07% | 0.34% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 36.62 K | $3.57 M | -2.92% | 0.33% |
| GTS SECURITIES LLC | 08/14/2026 | 32.75 K | $3.20 M | 0.00% | 0.30% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 28.72 K | $2.80 M | -1.09% | 0.26% |
| ROYAL BANK OF CANADA | 08/14/2026 | 28.52 K | $2.78 M | 8.84% | 0.26% |
| BOSTONPREMIER WEALTH LLC | 07/24/2026 | 22.74 K | $2.22 M | 1.09% | 0.21% |
| CITADEL ADVISORS LLC | 09/02/2026 | 19.55 K | $1.91 M | 240.53% | 0.18% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 17.20 K | $1.68 M | 7.03% | 0.16% |
| UBS GROUP AG | 08/13/2026 | 16.57 K | $1.62 M | -3.34% | 0.15% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 13.15 K | $1.28 M | 0.29% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 12.59 K | $1.23 M | 5.91% | 0.11% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 12.25 K | $1.20 M | -2.71% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 12.24 K | $1.19 M | -18.06% | 0.11% |
| PARAGON PRIVATE WEALTH MANAGEMENT, LLC | 07/28/2026 | 11.99 K | $1.17 M | 0.11% | 0.11% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 8.65 K | $844.25 K | -24.92% | 0.08% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 7.61 K | $743.24 K | -37.15% | 0.07% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 7.08 K | $690.61 K | -92.43% | 0.06% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 6.48 K | $632.55 K | -10.26% | 0.06% |
| REGAL INVESTMENT ADVISORS LLC | 08/14/2026 | 6.46 K | $630.60 K | -15.99% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 6.29 K | $614.22 K | -42.95% | 0.06% |
| KESLER, NORMAN & WRIDE, LLC | 07/23/2026 | 5.50 K | $537.14 K | -3.61% | 0.05% |
| HFG ADVISORS, INC. | 08/07/2026 | 5.11 K | $498.87 K | 0.04% | 0.05% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 4.52 K | $441.36 K | -2.10% | 0.04% |
| JPMORGAN CHASE & CO | 08/12/2026 | 4.51 K | $442.65 K | -39.49% | 0.04% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 3.98 K | $388.22 K | 9.29% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 3.80 K | $370.96 K | 72.73% | 0.03% |
| EQUITABLE TRUST CO | 07/23/2026 | 3.60 K | $351.42 K | 0.00% | 0.03% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 3.58 K | $349.13 K | -1.27% | 0.03% |
| HARMONY ASSET MANAGEMENT LLC | 07/20/2026 | 3.21 K | $312.96 K | 1.55% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 3.05 K | $297.61 K | 0.93% | 0.03% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 2.93 K | $286.41 K | -0.07% | 0.03% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 2.60 K | $253.58 K | -23.95% | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 2.58 K | $251.55 K | -0.77% | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 2.55 K | $249.04 K | 0.04% | 0.02% |
| KRAFT, DAVIS & ASSOCIATES, LLC | 07/09/2026 | 2.17 K | $214.48 K | 0.00% | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 2.08 K | $204.86 K | 0.00% | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 2.00 K | $195.88 K | -12.65% | 0.02% |
| NOVA WEALTH MANAGEMENT, INC. | 07/13/2026 | 1.54 K | $150.23 K | 0.20% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1.12 K | $109.72 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.00 K | $97.68 K | -46.27% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 906 | $88.44 K | 0.00% | 0.01% |
| FMR LLC | 08/13/2026 | 746 | $72.81 K | -2.36% | 0.01% |
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First Trust Nasdaq-100 Ex-Technology Sector Index Fund institutional Ownership - FAQ's
During the previous two years, 91 institutional investors and hedge funds held shares of First Trust Nasdaq-100 Ex-Technology Sector Index Fund. The most heavily invested institutionals were:
CAPITAL PERFORMANCE ADVISORS LLP: 175,744
RAYMOND JAMES FINANCIAL INC: 151,624
MORGAN STANLEY: 144,542
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 61,524
WELLS FARGO & COMPANY/MN: 58,356
GOLDMAN SACHS GROUP INC: 54,172
10.33% of First Trust Nasdaq-100 Ex-Technology Sector Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.83 M shares in the last 24 months. This purchase volume represents approximately $186.16 M in transactions.