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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 %
VAS
51
Vestmark Advisory Solutions
Massachusetts
$4.19M +$78.3K +667 +2%
CAN
52
Cetera Advisor Networks
California
$4.15M +$554K +4,713 +15%
AFP
53
Ausdal Financial Partners
Iowa
$3.95M +$118K +1,003 +3%
PFS
54
Prospera Financial Services
Texas
$3.92M +$3.33M +28,387 +566%
WI
55
Wintrust Investments
Illinois
$3.79M +$53.4K +455 +1%
DIA
56
Dana Investment Advisors
Wisconsin
$3.74M +$1.47M +12,546 +65%
DADC
57
D.A. Davidson & Co
Montana
$3.72M +$2.59M +22,062 +229%
IPW
58
IronBridge Private Wealth
Texas
$3.46M +$304K +2,590 +10%
CA
59
Crumly & Associates
Illinois
$3.11M +$3.11M +26,466 New
RWPA
60
Richard W. Paul & Associates
Michigan
$3.11M -$133K -1,132 -4%
SAM
61
Secure Asset Management
Michigan
$3.08M -$97.1K -827 -3%
AAS
62
Avantax Advisory Services
Texas
$3.07M +$1.36M +11,578 +80%
BBL
63
Beck Bode LLC
Massachusetts
$2.99M -$91K -775 -3%
FIA
64
Foundations Investment Advisors
Arizona
$2.99M -$154K -1,291 -5%
CAM
65
Cozad Asset Management
Illinois
$2.88M +$69.9K +595 +2%
GIA
66
Gladstone Institutional Advisory
Florida
$2.87M -$94.4K -804 -3%
AAS
67
Ameritas Advisory Services
Nebraska
$2.72M +$1.08M +9,227 +66%
Citigroup
68
Citigroup
New York
$2.66M +$930K +7,922 +54%
GWANC
69
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.61M +$72.9K +621 +3%
BAAM
70
Baker Avenue Asset Management
California
$2.42M +$105K +890 +5%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$2.21M +$1.26M +10,695 +132%
BRWA
72
B. Riley Wealth Advisors
Florida
$2.19M +$62.1K +529 +3%
CWP
73
Cyndeo Wealth Partners
Florida
$2.19M +$2.19M +18,639 New
FTUS
74
Flow Traders U.S.
New York
$2.17M +$2.17M +18,483 New
RJT
75
Raymond James Trust
Florida
$2.09M +$467K +3,972 +29%