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First Trust NASDAQ-100 Equal Weighted Index Fund

95 hedge funds and large institutions have $343M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
29
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$1.41M -$117K -1,768 -8%
WI
27
Wintrust Investments
Illinois
$1.41M -$199 -3 -0%
FFG
28
Frisch Financial Group
New York
$1.38M +$115K +1,738 +9%
VA
29
Valmark Advisers
Ohio
$1.34M +$255K +3,838 +23%
WCM
30
WealthBridge Capital Management
Ohio
$1.34M +$185K +2,787 +16%
ACA
31
Aptus Capital Advisors
Alabama
$1.22M -$53.5K -807 -4%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$1.07M -$2.99K -45 -0.3%
SI
33
Stephens Inc
Arkansas
$1.02M -$14.5K -219 -1%
GIA
34
Gladstone Institutional Advisory
Florida
$936K +$99.5K +1,500 +12%
VFA
35
Voya Financial Advisors
Connecticut
$927K +$145K +2,198 +18%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$875K -$45.8K -690 -5%
SFG
37
Summit Financial Group
West Virginia
$871K -$246K -3,700 -22%
CRWM
38
Castle Rock Wealth Management
California
$752K +$752K +10,745 New
ASN
39
Advisory Services Network
Georgia
$738K
HIIFS
40
Harel Insurance Investments & Financial Services
Israel
$677K -$53.1K -800 -7%
PJSIMP
41
P.J. Schmidt Investment Management (PJS)
Wisconsin
$598K
PTC
42
Private Trust Company
Ohio
$596K
PWA
43
Peterson Wealth Advisors
Utah
$511K -$1.86K -28 -0.4%
SWP
44
Stratos Wealth Partners
Ohio
$458K -$36.3K -547 -7%
Citadel Advisors
45
Citadel Advisors
Florida
$442K -$217K -3,268 -33%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$441K +$16.5K +249 +4%
SS
47
Sunbelt Securities
Texas
$427K +$96.8K +1,459 +29%
DADC
48
D.A. Davidson & Co
Montana
$418K +$99.5K +1,500 +31%
BRWM
49
B. Riley Wealth Management
Tennessee
$406K -$60.9K -917 -13%
Citigroup
50
Citigroup
New York
$394K +$26.6K +400 +7%