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First Trust NASDAQ-100 Equal Weighted Index Fund

107 hedge funds and large institutions have $358M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-9
Holders Change %
-7.76%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
19
Increased
30
Reduced
39
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
76
Foresight Wealth Management
Utah
$297K
CA
77
Calton & Associates
Florida
$286K -$65.7K -1,055 -19%
CFGS
78
Concourse Financial Group Securities
Alabama
$283K +$41.9K +672 +17%
HIIFS
79
Harel Insurance Investments & Financial Services
Israel
$249K -$386K -6,200 -61%
CAN
80
Cetera Advisor Networks
California
$249K +$40.7K +654 +20%
V
81
Veritable
Delaware
$231K
US Bancorp
82
US Bancorp
Minnesota
$223K -$3.75M -60,286 -94%
IFWM
83
Institute for Wealth Management
Colorado
$219K -$16.4K -262 -7%
LS
84
Leelyn Smith
Illinois
$219K +$28.6K +459 +15%
MIG
85
McGuire Investment Group
Rhode Island
$217K -$20.4K -328 -9%
HIA
86
Harbor Investment Advisory
Maryland
$190K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$188K
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$160K +$150K +2,397 +1,435%
GWS
89
Glassman Wealth Services
Virginia
$154K
AFS
90
Aft Forsyth & Sober
Florida
$150K -$305K -4,875 -67%
PAI
91
Pittenger & Anderson Inc
Nebraska
$109K -$29.3K -470 -21%
SFS
92
Sowell Financial Services
Arkansas
$104K +$46.6K +746 +81%
GWM
93
Geneos Wealth Management
Colorado
$96K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$76K +$32.8K +526 +76%
AAP
95
Arax Advisory Partners
Colorado
$65K
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$62K
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$54K +$54K +906 New
JCM
98
Jacobi Capital Management
Pennsylvania
$49K +$62 +1 +0.1%
SWA
99
Sutton Wealth Advisors
Florida
$39.5K
BEI
100
Benjamin Edwards Inc
Missouri
$25K +$25K +400 New