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First Trust NASDAQ-100 Equal Weighted Index Fund

238 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, 64 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
3.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
30
Increased
64
Reduced
99
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
51
Cozad Asset Management
Illinois
$3.49M +$54.2K +397 +2%
DC
52
Davenport & Co
Virginia
$3.31M -$277K -2,028 -8%
PFS
53
Prospera Financial Services
Texas
$3.28M -$92.6K -678 -3%
GIM
54
Generali Investments Management
Slovenia
$3.12M +$456K +3,345 +17%
NA
55
NewEdge Advisors
Louisiana
$3.08M +$138K +1,011 +5%
CCFM
56
Clear Creek Financial Management
Washington
$2.94M +$2.87K +21 +0.1%
KPWS
57
Kestra Private Wealth Services
Texas
$2.7M -$3.62M -26,555 -57%
DADC
58
D.A. Davidson & Co
Montana
$2.64M +$1.23M +8,992 +87%
WCM
59
WealthBridge Capital Management
Ohio
$2.62M +$493K +3,609 +23%
SWM
60
Spire Wealth Management
Virginia
$2.61M -$1.09M -7,954 -29%
FFS
61
Founders Financial Securities
Maryland
$2.59M +$2.19M +16,044 +553%
BAAM
62
Baker Avenue Asset Management
California
$2.56M -$160K -1,170 -6%
PAG
63
Private Advisor Group
New Jersey
$2.43M -$364K -2,666 -13%
SFS
64
Sowell Financial Services
Arkansas
$2.42M -$180K -1,316 -7%
SPIA
65
Steward Partners Investment Advisory
New York
$2.33M +$910K +6,668 +64%
SFSG
66
Sound Financial Strategies Group
Mississippi
$2.29M -$173K -1,268 -7%
AWA
67
Arkadios Wealth Advisors
Georgia
$2.25M +$309K +2,266 +16%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$2.03M +$152K +1,115 +8%
AAS
69
Avantax Advisory Services
Texas
$2.01M -$514K -3,765 -20%
BHBT
70
Burke & Herbert Bank & Trust
Virginia
$1.81M
SI
71
Stephens Inc
Arkansas
$1.8M +$20.5K +150 +1%
KDA
72
Kraft Davis & Associates
Missouri
$1.62M -$761K -5,461 -32%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$1.61M +$375K +2,748 +30%
CSP
74
Cary Street Partners
Virginia
$1.61M +$1.61M +11,788 New
RWPA
75
Richard W. Paul & Associates
Michigan
$1.61M -$22.7K -166 -1%