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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 198.31 K | $19.71 M | -20.53% | 1.79% |
| CAPITAL PERFORMANCE ADVISORS LLP | 01/27/2026 | 179.74 K | $17.86 M | 100.00% | 1.62% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 153.26 K | $15.23 M | 433.98% | 1.38% |
| MORGAN STANLEY | 02/13/2026 | 146.15 K | $14.52 M | -63.06% | 1.32% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 105.51 K | $10.48 M | -78.84% | 0.95% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 93.26 K | $9.27 M | 2.53% | 0.84% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 85.84 K | $8.53 M | 1.73% | 0.78% |
| ROYAL BANK OF CANADA | 02/17/2026 | 72.79 K | $7.23 M | 28.51% | 0.66% |
| LPL FINANCIAL LLC | 02/11/2026 | 53.44 K | $5.31 M | -43.20% | 0.48% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 51.03 K | $5.07 M | 137.93% | 0.46% |
| UBS GROUP AG | 01/29/2026 | 50.42 K | $5.01 M | -33.99% | 0.46% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 39.21 K | $3.90 M | -63.96% | 0.35% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 37.72 K | $3.75 M | 0.00% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 36.80 K | $3.66 M | -38.44% | 0.33% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 33.95 K | $3.37 M | 100.00% | 0.31% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 30.32 K | $3.01 M | -18.65% | 0.27% |
| PROACTIVE WEALTH STRATEGIES LLC | 02/05/2026 | 23.74 K | $2.36 M | -0.51% | 0.21% |
| BOSTONPREMIER WEALTH LLC | 01/13/2026 | 22.15 K | $2.20 M | -5.01% | 0.20% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 21.25 K | $2.11 M | 0.40% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 19.69 K | $1.96 M | -8.01% | 0.18% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 17.34 K | $1.72 M | 3,597.44% | 0.16% |
| KESLER, NORMAN & WRIDE, LLC | 02/10/2026 | 14.60 K | $1.45 M | -7.87% | 0.13% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 14.24 K | $1.42 M | -0.08% | 0.13% |
| PARAGON PRIVATE WEALTH MANAGEMENT, LLC | 02/11/2026 | 12.28 K | $1.22 M | 100.00% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 10.51 K | $1.04 M | -43.80% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 10.32 K | $1.03 M | -41.35% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 10.30 K | $1.02 M | -77.29% | 0.09% |
| REGAL INVESTMENT ADVISORS LLC | 02/17/2026 | 8.21 K | $815.33 K | 6.91% | 0.07% |
| HFG ADVISORS, INC. | 02/13/2026 | 8.03 K | $798.16 K | 4.37% | 0.07% |
| CITADEL ADVISORS LLC | 02/17/2026 | 6.11 K | $606.85 K | 100.00% | 0.06% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 4.90 K | $486.94 K | -97.52% | 0.04% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 4.62 K | $464.09 K | 100.00% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 4.47 K | $291.85 K | 100.00% | 0.04% |
| MARSHALL WACE, LLP | 02/13/2026 | 4.37 K | $433.75 K | 100.00% | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 4.10 K | $407.37 K | -4.54% | 0.04% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 3.71 K | $368.26 K | 100.00% | 0.03% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 3.37 K | $334.76 K | -6.93% | 0.03% |
| HARMONY ASSET MANAGEMENT LLC | 02/06/2026 | 3.21 K | $318.58 K | -17.96% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 3.13 K | $310.70 K | 0.77% | 0.03% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 2.94 K | $291.75 K | 0.00% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 2.24 K | $222.79 K | 0.00% | 0.02% |
| KRAFT, DAVIS & ASSOCIATES, LLC | 01/14/2026 | 2.17 K | $217.51 K | 0.00% | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 2.08 K | $206.69 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.89 K | $188.15 K | -24.31% | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 1.70 K | $168.43 K | -5.57% | 0.02% |
| NOVA WEALTH MANAGEMENT, INC. | 01/14/2026 | 1.53 K | $151.64 K | 0.13% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 1.12 K | $111.69 K | -93.44% | 0.01% |
| FMR LLC | 02/17/2026 | 764 | $75.96 K | -3.78% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 703 | $69.85 K | 0.00% | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 01/07/2026 | 640 | $63.64 K | 0.00% | 0.01% |
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First Trust Nasdaq-100 Ex-Technology Sector Index Fund institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of First Trust Nasdaq-100 Ex-Technology Sector Index Fund. The most heavily invested institutionals were:
TRUIST FINANCIAL CORP: 93,513
Proactive Wealth Strategies LLC: 46,047
Janney Montgomery Scott LLC: 29,036
BostonPremier Wealth LLC: 22,494
UBS Group AG: 17,147
COMMONWEALTH EQUITY SERVICES, LLC: 14,936
14.65% of First Trust Nasdaq-100 Ex-Technology Sector Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.30 M shares in the last 24 months. This purchase volume represents approximately $234.40 M in transactions.