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First Trust Nasdaq-100 Select Equal Weight ETF

199 hedge funds and large institutions have $1.25B invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

601% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $374K

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

1% more funds holding

Funds holding: 197199 (+2)

0% more capital invested

Capital invested by funds: $1.25B → $1.25B (+$3.61M)

1.31% less ownership

Funds ownership: 67.32%66.01% (-1.3%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
25
Increased
79
Reduced
59
Closed
20
Calls
$2.62M
Puts
$374K
Net Calls
+$2.25M
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$9.11M +$1.68M +15,612 +22%
PAG
27
Private Advisory Group
Washington
$8.57M +$3.46M +32,173 +64%
NEPWA
28
New England Private Wealth Advisors
Massachusetts
$8.06M -$186K -1,731 -2%
NA
29
NewEdge Advisors
Louisiana
$8.04M +$982K +9,129 +13%
SBH
30
Segall Bryant & Hamill
Illinois
$7.21M +$74.2K +690 +1%
NAM
31
NTV Asset Management
West Virginia
$6.76M -$41.2K -383 -0.6%
DIP
32
Davis Investment Partners
North Carolina
$6.51M -$134K -1,250 -2%
SB
33
Strategic Blueprint
Georgia
$6M +$960K +8,924 +18%
DWM
34
Darwin Wealth Management
Florida
$5.94M -$168K -1,566 -3%
DC
35
Davenport & Co
Virginia
$5.9M +$536K +4,985 +10%
ZIMP
36
Zimmermann Investment Management & Planning
Pennsylvania
$5.68M +$5.87M +54,596 New
MML Investors Services
37
MML Investors Services
Massachusetts
$5.59M +$618K +5,740 +12%
EH
38
Equitable Holdings
New York
$5.42M +$3.12M +28,976 +125%
IWC
39
Integrated Wealth Concepts
Massachusetts
$4.86M +$1.69M +15,729 +51%
SPC
40
Sigma Planning Corp
Michigan
$4.14M +$870K +8,089 +26%
SWM
41
Shakespeare Wealth Management
Wisconsin
$4.12M -$46.3K -430 -1%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$3.9M +$422K +3,918 +12%
VAS
43
Vestmark Advisory Solutions
Massachusetts
$3.64M -$420K -3,901 -10%
AFP
44
Ausdal Financial Partners
Iowa
$3.39M -$322K -2,990 -8%
WI
45
Wintrust Investments
Illinois
$3.31M -$2.69K -25 -0.1%
CAN
46
Cetera Advisor Networks
California
$3.19M +$172K +1,601 +6%
RWPA
47
Richard W. Paul & Associates
Michigan
$2.87M +$2.2M +20,486 +289%
SAM
48
Secure Asset Management
Michigan
$2.81M -$217K -2,017 -7%
IPW
49
IronBridge Private Wealth
Texas
$2.8M -$54.7K -508 -2%
IAIM
50
International Assets Investment Management
Florida
$2.79M +$144K +1,340 +6%

QQEW Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q3 2023, worth a combined $1.25B — up 0.29% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new QQEW positions and 20 closed out — a net gain of 5 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.1M. The largest seller was Osaic Holdings, cutting an estimated $15M.

  • 199 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q3 2023, up from 197 in Q2 2023.
  • Funds reported $1.25B of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q3 2023, up 0.29% quarter-over-quarter.
  • 25 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q3 2023 and 20 closed out, a net change of +5 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q3 2023 was LPL Financial, an estimated $25.1M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q3 2023 was Osaic Holdings, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2023.