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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 %
SFS
51
Sowell Financial Services
Arkansas
$1.88M +$1.88M +18,704 New
BAAM
52
Baker Avenue Asset Management
California
$1.83M +$135K +1,340 +8%
GWANC
53
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.81M -$604 -6 -0%
PAG
54
Private Advisor Group
New Jersey
$1.78M +$125K +1,244 +8%
AWS
55
Atria Wealth Solutions
New York
$1.55M -$484K -4,806 -24%
Citadel Advisors
56
Citadel Advisors
Florida
$1.47M -$917K -9,115 -38%
SFG
57
Summit Financial Group
West Virginia
$1.34M -$25.2K -250 -2%
HI
58
Harbour Investments
Wisconsin
$1.34M +$5.13K +51 +0.4%
SI
59
Stephens Inc
Arkansas
$1.32M -$4.03K -40 -0.3%
IWC
60
Integrated Wealth Concepts
Massachusetts
$1.28M +$77.6K +771 +6%
PWS
61
Precision Wealth Strategies
Missouri
$1.23M -$2.19M -21,751 -64%
WCM
62
WealthBridge Capital Management
Ohio
$1.16M -$47.5K -472 -4%
3F
63
360 Financial
Minnesota
$1.15M +$217K +2,154 +23%
DC
64
Davenport & Co
Virginia
$1.08M +$174K +1,730 +19%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$1.08M +$23.3K +231 +2%
BRWA
66
B. Riley Wealth Advisors
Florida
$1.07M +$139K +1,382 +15%
AAS
67
Avantax Advisory Services
Texas
$1.07M -$754K -7,494 -41%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$1.02M +$359K +3,563 +54%
SPIA
69
Steward Partners Investment Advisory
New York
$1.01M +$86.7K +861 +9%
OA
70
Oxbow Advisors
Texas
$1M +$13.2K +131 +1%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$976K +$4.93K +49 +0.5%
KWM
72
Kingsview Wealth Management
Oregon
$925K +$396K +3,937 +75%
ASN
73
Advisory Services Network
Georgia
$916K -$8.86K -88 -1%
BAM
74
Belpointe Asset Management
Nevada
$908K -$264K -2,622 -23%
Jane Street
75
Jane Street
New York
$873K +$873K +8,672 New