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 |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 186.64 K | $18.22 M | 21.78% | 1.69% |
| CAPITAL PERFORMANCE ADVISORS LLP | 05/07/2026 | 182.08 K | $17.78 M | 1.30% | 1.64% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 154.44 K | $15.08 M | -22.12% | 1.40% |
| MORGAN STANLEY | 05/15/2026 | 151.02 K | $14.74 M | 3.33% | 1.36% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 93.51 K | $9.13 M | 0.28% | 0.84% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 76.07 K | $7.43 M | -27.90% | 0.69% |
| PROACTIVE WEALTH STRATEGIES LLC | 04/29/2026 | 46.05 K | $4.50 M | 93.96% | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 45.88 K | $4.48 M | -10.09% | 0.41% |
| LPL FINANCIAL LLC | 05/06/2026 | 41.52 K | $4.05 M | -22.30% | 0.38% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 37.72 K | $3.68 M | 0.00% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 34.64 K | $3.38 M | -5.86% | 0.31% |
| GTS SECURITIES LLC | 05/15/2026 | 32.75 K | $3.20 M | 100.00% | 0.30% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 29.04 K | $2.84 M | -4.25% | 0.26% |
| ROYAL BANK OF CANADA | 05/15/2026 | 26.20 K | $2.56 M | -64.01% | 0.24% |
| BOSTONPREMIER WEALTH LLC | 04/10/2026 | 22.49 K | $2.20 M | 1.58% | 0.20% |
| UBS GROUP AG | 05/05/2026 | 17.15 K | $1.67 M | -65.99% | 0.15% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 16.07 K | $1.57 M | 616.73% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 14.94 K | $1.46 M | -24.14% | 0.13% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 13.11 K | $1.28 M | -7.93% | 0.12% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 12.59 K | $1.23 M | -40.75% | 0.11% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 12.12 K | $1.18 M | -85.89% | 0.11% |
| PARAGON PRIVATE WEALTH MANAGEMENT, LLC | 05/19/2026 | 11.98 K | $1.17 M | -2.48% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 11.88 K | $1.16 M | 15.12% | 0.11% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 11.52 K | $1.12 M | -66.06% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 11.03 K | $1.08 M | 4.97% | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 10.30 K | $1.01 M | 100.00% | 0.09% |
| REGAL INVESTMENT ADVISORS LLC | 05/14/2026 | 7.69 K | $750.73 K | -6.28% | 0.07% |
| JPMORGAN CHASE & CO | 05/13/2026 | 7.45 K | $718.08 K | 100.00% | 0.07% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 7.22 K | $704.95 K | -29.92% | 0.07% |
| CITADEL ADVISORS LLC | 05/15/2026 | 5.74 K | $560.46 K | -5.99% | 0.05% |
| KESLER, NORMAN & WRIDE, LLC | 05/06/2026 | 5.71 K | $557.29 K | -60.91% | 0.05% |
| HFG ADVISORS, INC. | 05/08/2026 | 5.11 K | $498.80 K | -36.39% | 0.05% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 4.62 K | $451.24 K | 0.00% | 0.04% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 3.64 K | $355.26 K | -1.81% | 0.03% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 3.62 K | $353.70 K | 7.54% | 0.03% |
| EQUITABLE TRUST CO | 04/30/2026 | 3.60 K | $351.45 K | 100.00% | 0.03% |
| CITADEL ADVISORS LLC | 05/15/2026 | 3.60 K | $351.45 K | 100.00% | 0.03% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 3.42 K | $333.49 K | -30.29% | 0.03% |
| HARMONY ASSET MANAGEMENT LLC | 05/05/2026 | 3.16 K | $308.20 K | -1.53% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 3.02 K | $294.92 K | -3.39% | 0.03% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 2.94 K | $286.63 K | 0.00% | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 2.60 K | $253.53 K | -1.89% | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 2.55 K | $248.94 K | -37.80% | 0.02% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 04/23/2026 | 2.50 K | $244.06 K | 100.00% | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 2.29 K | $219.99 K | 35.28% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 2.20 K | $214.76 K | 100.00% | 0.02% |
| KRAFT, DAVIS & ASSOCIATES, LLC | 05/01/2026 | 2.17 K | $214.42 K | 0.00% | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 2.08 K | $203.23 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.86 K | $181.77 K | -1.69% | 0.02% |
| NOVA WEALTH MANAGEMENT, INC. | 04/14/2026 | 1.54 K | $149.95 K | 0.66% | 0.01% |
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First Trust Nasdaq-100 Ex-Technology Sector Index Fund institutional Ownership - FAQ's
During the previous two years, 94 institutional investors and hedge funds held shares of First Trust Nasdaq-100 Ex-Technology Sector Index Fund. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 186,644
CAPITAL PERFORMANCE ADVISORS LLP: 182,083
RAYMOND JAMES FINANCIAL INC: 154,439
MORGAN STANLEY: 151,023
TRUIST FINANCIAL CORP: 93,513
WELLS FARGO & COMPANY/MN: 76,070
12.58% of First Trust Nasdaq-100 Ex-Technology Sector Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.08 M shares in the last 24 months. This purchase volume represents approximately $211.61 M in transactions.