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First Trust NASDAQ-100 Equal Weighted Index Fund

121 hedge funds and large institutions have $488M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+14
Holders Change %
+13.08%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
45
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
76
Peterson Wealth Advisors
Utah
$324K -$77.5K -969 -19%
LS
77
Leelyn Smith
Illinois
$298K +$17.4K +218 +6%
V
78
Veritable
Delaware
$296K
IFWM
79
Institute for Wealth Management
Colorado
$280K
MIG
80
McGuire Investment Group
Rhode Island
$278K
US Bancorp
81
US Bancorp
Minnesota
$267K -$20.1K -251 -7%
FAM
82
Formidable Asset Management
Ohio
$262K +$262K +3,164 New
UCFA
83
United Capital Financial Advisors
Texas
$255K +$255K +3,195 New
HIA
84
Harbor Investment Advisory
Maryland
$252K +$7.99K +100 +3%
Fisher Asset Management
85
Fisher Asset Management
Washington
$252K +$252K +3,149 New
NFC
86
Northeast Financial Consultants
Connecticut
$251K +$251K +3,141 New
MML Investors Services
87
MML Investors Services
Massachusetts
$246K +$246K +3,085 New
WOSD
88
WFA of San Diego
California
$242K +$242K +3,164 New
AFS
89
Aft Forsyth & Sober
Florida
$234K +$42K +525 +22%
RJT
90
Raymond James Trust
Florida
$234K +$234K +2,932 New
BFG
91
Bouchey Financial Group
New York
$232K +$232K +2,898 New
WCFA
92
Walkner Condon Financial Advisors
Wisconsin
$232K +$232K +2,905 New
SG
93
StoneX Group
New York
$218K +$218K +2,725 New
APP
94
Avantax Planning Partners
Iowa
$204K +$204K +2,549 New
GWS
95
Glassman Wealth Services
Virginia
$198K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$188K
1W
97
1776 Wealth
Georgia
$186K +$186K +2,338 New
SFS
98
Sowell Financial Services
Arkansas
$150K +$16.6K +208 +12%
PAI
99
Pittenger & Anderson Inc
Nebraska
$140K
SF
100
Synovus Financial
Georgia
$128K -$1.42M -17,819 -92%