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First Trust Nasdaq-100 Select Equal Weight ETF

245 hedge funds and large institutions have $1.25B invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 14

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 222245 (+23)

3.17% more ownership

Funds ownership: 63.96%67.12% (+3.2%)

0% more capital invested

Capital invested by funds: $1.25B → $1.25B (+$3.01M)

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

Holders
245
Holders Change
+23
Holders Change %
+10.36%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
43
Increased
75
Reduced
77
Closed
14
Calls
$74K
Puts
Net Calls
+$74K
Net Calls Change
-$252K
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
226
Newbridge Financial Services Group
Florida
$13.5K +$13.8K +108 New
LI
227
LRI Investments
Florida
$13.2K
MSFP
228
Mark Sheptoff Financial Planning
Connecticut
$13.1K
MCM
229
MAI Capital Management
Ohio
$11.3K +$11.5K +90 New
CJ
230
Caitlin John
Michigan
$11.2K
TCG
231
Transcendent Capital Group
Oklahoma
$10.6K +$128 +1 +1%
BTI
232
Blue Trust Inc
Georgia
$9.37K
LFA
233
Legend Financial Advisors
Pennsylvania
$8.87K +$9.1K +71 New
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$8.12K +$8.33K +65 New
DPW
235
DiNuzzo Private Wealth
Pennsylvania
$7.25K
GEA
236
Glen Eagle Advisors
New Jersey
$7.12K
AF
237
Advisornet Financial
Minnesota
$6.74K
GWSA
238
Global Wealth Strategies & Associates
Colorado
$6.25K
MWA
239
Medallion Wealth Advisors
Connecticut
$5.72K +$5.89K +46 New
FLP
240
Financial Life Planners
Arizona
$5.01K +$5.13K +40 New
CAL
241
Capital Advisors Ltd
Ohio
$5K
GTAM
242
Global Trust Asset Management
Florida
$3.12K
IWM
243
IMG Wealth Management
Florida
$1.25K +$1.28K +10 New
GSWM
244
Golden State Wealth Management
California
$1.02K +$1.02K +8 New
PB
245
Pinnacle Bancorp
Nebraska
$625
ZIMP
246
Zimmermann Investment Management & Planning
Pennsylvania
-$718K -5,727 Closed
APP
247
Avantax Planning Partners
Iowa
-$668K -5,323 Closed
BFG
248
Bouchey Financial Group
New York
-$545K -4,344 Closed
FTUS
249
Flow Traders U.S.
New York
-$460K -3,666 Closed
BFWM
250
Bright Futures Wealth Management
New York
-$351K -2,791 Closed

QQEW Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q4 2024, worth a combined $1.25B — up 0.24% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new QQEW positions and 14 closed out — a net gain of 29 holders — while 75 added to existing stakes and 77 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $17.5M. The largest seller was Morgan Stanley, cutting an estimated $22.1M.

  • 245 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q4 2024, up from 222 in Q3 2024.
  • Funds reported $1.25B of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q4 2024, up 0.24% quarter-over-quarter.
  • 43 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q4 2024 and 14 closed out, a net change of +29 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $17.5M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q4 2024 was Morgan Stanley, an estimated $22.1M sold.

Based on aggregated 13F filings for Q4 2024.