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First Trust NASDAQ-100 Equal Weighted Index Fund

229 hedge funds and large institutions have $1.22B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
229
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$17.5M
2 -$17.1M
3 -$13.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$13.6M
5
VF
Virtu Financial
New York
-$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GBWM
26
Granite Bay Wealth Management
New Hampshire
$7.85M
Baird Financial Group
27
Baird Financial Group
Wisconsin
$7.54M
FFG
28
Frisch Financial Group
New York
$7.52M
DWM
29
Darwin Wealth Management
Florida
$7.5M
DIP
30
Davis Investment Partners
North Carolina
$5.79M
Truist Financial
31
Truist Financial
North Carolina
$5.63M
Citigroup
32
Citigroup
New York
$5.53M
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$5.46M
NAM
34
NTV Asset Management
West Virginia
$5.42M
Jones Financial Companies
35
Jones Financial Companies
Missouri
$5.26M
SWM
36
Shakespeare Wealth Management
Wisconsin
$4.96M
CAM
37
Cresset Asset Management
Illinois
$4.9M
CA
38
Crumly & Associates
Illinois
$4.84M
EH
39
Equitable Holdings
New York
$4.52M
GWM
40
Geneos Wealth Management
Colorado
$4.45M
BRWA
41
B. Riley Wealth Advisors
Florida
$4.45M
Goldman Sachs
42
Goldman Sachs
New York
$4.26M
CL
43
Choreo LLC
Illinois
$4.19M
VAS
44
Vestmark Advisory Solutions
Massachusetts
$4.15M
Citadel Advisors
45
Citadel Advisors
Florida
$3.68M
CAM
46
Cozad Asset Management
Illinois
$3.55M
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$3.55M
PFS
48
Prospera Financial Services
Texas
$3.45M
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.44M
DC
50
Davenport & Co
Virginia
$3.4M