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First Trust NASDAQ-100 Equal Weighted Index Fund
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Overview Fund Activity

164 hedge funds and large institutions have $642M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+12
Holders Change %
+7.89%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
57
Reduced
49
Closed
14
Calls
$462K
Puts
–
Net Calls
+$462K
Net Calls Change
+$44K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$84.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$151M
3
KPWS
3
Kestra Private Wealth Services
Texas
$8.91M
4
BWA
4
BDO Wealth Advisors
Florida
$3.47M
5
LPL Financial
5
LPL Financial
California
$25.6M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$331K
2
AWM
2
Affinity Wealth Management
Delaware
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11M
4
FFG
4
Frisch Financial Group
New York
$5.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
76
Sage Mountain Advisors
Georgia
$682K +$977 +11 +0.1%
CRWM
77
Castle Rock Wealth Management
California
$668K – – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$667K +$185K +2,084 +38%
PTC
79
Private Trust Company
Ohio
$643K +$4.53K +51 +0.7%
AAS
80
Ameritas Advisory Services
Nebraska
$631K +$74K +834 +13%
GT
81
Glenmede Trust
Pennsylvania
$618K -$178 -2 -0%
AWM
82
Accel Wealth Management
Iowa
$607K +$607K +5,846 New
BFEC
83
Benjamin F. Edwards & Company
Missouri
$583K -$123K -1,386 -17%
KA
84
Kovack Advisors
Florida
$549K -$50.3K -567 -8%
PJSIMP
85
P.J. Schmidt Investment Management (PJS)
Wisconsin
$548K -$222K -2,500 -29%
SWP
86
Stratos Wealth Partners
Ohio
$537K +$73K +822 +16%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$505K +$505K +5,692 New
AWA
88
Arkadios Wealth Advisors
Georgia
$500K +$18.3K +206 +4%
CA
89
Cetera Advisors
Colorado
$476K +$42.5K +479 +10%
RJT
90
Raymond James Trust
Florida
$467K – – –
KWM
91
Kingsview Wealth Management
Oregon
$466K +$244K +2,744 +109%
WWM
92
Western Wealth Management
Colorado
$452K +$452K +5,087 New
KWS
93
Keystone Wealth Services
California
$415K – – –
GG
94
GenWealth Group
New Jersey
$407K – – –
TSWM
95
Tyler-Stone Wealth Management
Ohio
$403K +$1.42K +16 +0.4%
WCM
96
Washburn Capital Management
Florida
$398K -$18.2K -205 -4%
SS
97
Sunbelt Securities
Texas
$380K -$21.3K -240 -5%
Marshall Wace
98
Marshall Wace
United Kingdom
$364K +$364K +4,100 New
PFA
99
Pinnacle Family Advisors
Missouri
$354K -$19.2K -216 -5%
Mariner
100
Mariner
Kansas
$351K -$621 -7 -0.2%
2 3
4
5 6