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First Trust NASDAQ-100 Equal Weighted Index Fund

169 hedge funds and large institutions have $886M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
24
Increased
56
Reduced
52
Closed
17
Calls
$403K
Puts
Net Calls
+$403K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Shares
Change %
SBH
26
Segall Bryant & Hamill
Illinois
$6.75M +$178K +1,764 +3%
DIP
27
Davis Investment Partners
North Carolina
$6.62M +$409K +4,100 +7%
NA
28
NewEdge Advisors
Louisiana
$5.48M +$1.25M +12,394 +29%
NAM
29
NTV Asset Management
West Virginia
$4.42M +$20.1K +200 +0.5%
SWM
30
Shakespeare Wealth Management
Wisconsin
$4.08M -$114K -1,135 -3%
BWA
31
BDO Wealth Advisors
Florida
$3.77M -$164K -1,630 -4%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.67M +$2.35M +23,386 +178%
AFP
33
Ausdal Financial Partners
Iowa
$3.58M -$154K -1,532 -4%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$3.54M +$69.1K +687 +2%
SB
35
Strategic Blueprint
Georgia
$3.26M +$1.61M +15,958 +97%
WI
36
Wintrust Investments
Illinois
$3.25M -$49K -487 -1%
US Bancorp
37
US Bancorp
Minnesota
$3.19M +$2.96M +29,403 +1,307%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$3.14M +$112K +1,108 +4%
BBL
39
Beck Bode LLC
Massachusetts
$2.94M +$2.94M +29,206 New
CAN
40
Cetera Advisor Networks
California
$2.79M +$91.3K +907 +3%
CAM
41
Cozad Asset Management
Illinois
$2.33M +$3.22K +32 +0.1%
IAIM
42
International Assets Investment Management
Florida
$2.3M +$2.3M +19,655 New
EH
43
Equitable Holdings
New York
$2.21M +$40.9K +406 +2%
PAG
44
Private Advisory Group
Washington
$2.13M +$2.13M +21,198 New
FIA
45
Foundations Investment Advisors
Arizona
$2.07M +$2.07M +20,594 New
LIA
46
Luken Investment Analytics
Tennessee
$2.02M -$947K -9,405 -32%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$2.01M +$610K +6,056 +44%
SPC
48
Sigma Planning Corp
Michigan
$1.99M -$46.6K -463 -2%
GWAG
49
Garrett Wealth Advisory Group
Texas
$1.96M +$49.3K +490 +3%
SAM
50
Secure Asset Management
Michigan
$1.9M -$52K -517 -3%