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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
CAM
51
Cozad Asset Management
Illinois
$3.49M
DC
52
Davenport & Co
Virginia
$3.31M
PFS
53
Prospera Financial Services
Texas
$3.28M
GIM
54
Generali Investments Management
Slovenia
$3.12M
NA
55
NewEdge Advisors
Louisiana
$3.08M
CCFM
56
Clear Creek Financial Management
Washington
$2.94M
KPWS
57
Kestra Private Wealth Services
Texas
$2.7M
DADC
58
D.A. Davidson & Co
Montana
$2.64M
WCM
59
WealthBridge Capital Management
Ohio
$2.62M
SWM
60
Spire Wealth Management
Virginia
$2.61M
FFS
61
Founders Financial Securities
Maryland
$2.59M
IPW
62
IronBridge Private Wealth
Texas
$2.57M
BAAM
63
Baker Avenue Asset Management
California
$2.56M
PAG
64
Private Advisor Group
New Jersey
$2.43M
SFS
65
Sowell Financial Services
Arkansas
$2.42M
SPIA
66
Steward Partners Investment Advisory
New York
$2.33M
SFSG
67
Sound Financial Strategies Group
Mississippi
$2.29M
AWA
68
Arkadios Wealth Advisors
Georgia
$2.25M
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$2.03M
AAS
70
Avantax Advisory Services
Texas
$2.01M
BHBT
71
Burke & Herbert Bank & Trust
Virginia
$1.81M
SI
72
Stephens Inc
Arkansas
$1.8M
KDA
73
Kraft Davis & Associates
Missouri
$1.62M
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$1.61M
CSP
75
Cary Street Partners
Virginia
$1.61M