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First Trust NASDAQ-100 Equal Weighted Index Fund

239 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 99

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$9.98M
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$9.67M
HighTower Advisors
28
HighTower Advisors
Illinois
$8.9M
VAS
29
Vestmark Advisory Solutions
Massachusetts
$8.32M
IWC
30
Integrated Wealth Concepts
Massachusetts
$7.86M
Baird Financial Group
31
Baird Financial Group
Wisconsin
$7.56M
FFG
32
Frisch Financial Group
New York
$7.34M
VF
33
Virtu Financial
New York
$6.9M
DWM
34
Darwin Wealth Management
Florida
$6.68M
EFG
35
Elios Financial Group
Ohio
$6.04M
NAM
36
NTV Asset Management
West Virginia
$5.69M
Citigroup
37
Citigroup
New York
$5.55M
DIP
38
Davis Investment Partners
North Carolina
$5.53M
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$5.48M
SWM
40
Shakespeare Wealth Management
Wisconsin
$4.85M
CA
41
Crumly & Associates
Illinois
$4.75M
Jones Financial Companies
42
Jones Financial Companies
Missouri
$4.66M
GWM
43
Geneos Wealth Management
Colorado
$4.62M
CAM
44
Cresset Asset Management
Illinois
$4.55M
EH
45
Equitable Holdings
New York
$4.41M
Truist Financial
46
Truist Financial
North Carolina
$4.32M
BRWA
47
B. Riley Wealth Advisors
Florida
$4.3M
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$4.18M
CL
49
Choreo LLC
Illinois
$4.07M
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.56M