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First Trust NASDAQ-100 Equal Weighted Index Fund

229 hedge funds and large institutions have $1.8B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+32
Holders Change %
+16.24%
% of All Funds
3.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
52
Increased
83
Reduced
65
Closed
16
Calls
$3.41M
Puts
Net Calls
+$3.41M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$10.1M -$228K -1,937 -2%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$9.16M +$54.4K +463 +0.6%
AWM
28
AE Wealth Management
Kansas
$8.93M -$6.74M -56,388 -43%
Corient Private Wealth
29
Corient Private Wealth
Florida
$8.15M +$8.15M +69,412 New
NA
30
NewEdge Advisors
Louisiana
$8.04M -$1.19M -9,936 -13%
SB
31
Strategic Blueprint
Georgia
$7.9M +$1.12M +9,495 +16%
EH
32
Equitable Holdings
New York
$7.74M +$1.62M +13,786 +26%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$7.72M +$5.23M +44,552 +210%
NAM
34
NTV Asset Management
West Virginia
$7.59M -$52.9K -450 -0.7%
ZIMP
35
Zimmermann Investment Management & Planning
Pennsylvania
$6.94M +$527K +4,487 +8%
MML Investors Services
36
MML Investors Services
Massachusetts
$6.73M +$413K +3,516 +7%
DC
37
Davenport & Co
Virginia
$6.64M -$23.7K -202 -0.4%
SWM
38
StoneCrest Wealth Management
Arizona
$6.42M +$6.42M +54,639 New
KV
39
Kickstand Ventures
New York
$6.03M +$6.03M +51,314 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$5.87M +$5.87M +50,000 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$5.74M +$251K +2,134 +5%
DWM
42
Darwin Wealth Management
Florida
$5.33M -$1.37M -11,698 -20%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$4.99M +$4.99M +42,511 New
DIP
44
Davis Investment Partners
North Carolina
$4.94M -$2.3M -20,174 -32%
GWA
45
Gratus Wealth Advisors
Virginia
$4.88M +$4.88M +41,579 New
PIS
46
POM Investment Strategies
North Carolina
$4.83M +$4.83M +41,127 New
SWM
47
Shakespeare Wealth Management
Wisconsin
$4.47M -$186K -1,587 -4%
CI
48
CX Institutional
Indiana
$4.45M +$4.45M +37,868 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$4.44M +$44.6K +380 +1%
CL
50
Choreo LLC
Illinois
$4.43M +$4.43M +37,701 New