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First Trust NASDAQ-100 Equal Weighted Index Fund

229 hedge funds and large institutions have $1.22B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
229
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$17.5M
2 -$17.1M
3 -$13.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$13.6M
5
VF
Virtu Financial
New York
-$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$800K
HI
102
Harbour Investments
Wisconsin
$759K
AFS
103
Aft Forsyth & Sober
Florida
$758K
CRWM
104
Castle Rock Wealth Management
California
$751K
AC
105
AIFG Consultants
New York
$718K
AI
106
Atria Investments
North Carolina
$694K
BC
107
Barrett & Company
Rhode Island
$687K
WIA
108
World Investment Advisors
California
$659K
PSCM
109
Per Stirling Capital Management
Texas
$647K
KWS
110
Keystone Wealth Services
California
$641K
PJSIMP
111
P.J. Schmidt Investment Management (PJS)
Wisconsin
$634K
Wealthfront Advisers
112
Wealthfront Advisers
California
$619K
US Bancorp
113
US Bancorp
Minnesota
$613K
BW
114
BIP Wealth
Georgia
$600K
FFS
115
Founders Financial Securities
Maryland
$599K
LIA
116
Luken Investment Analytics
Tennessee
$596K
OIA
117
OneDigital Investment Advisors
Kansas
$561K
SWP
118
Sagespring Wealth Partners
Tennessee
$553K
RCA
119
Runnymede Capital Advisors
Ohio
$527K
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$522K
Fidelity Investments
121
Fidelity Investments
Massachusetts
$510K
FFA
122
Founders Financial Alliance
North Carolina
$507K
ASN
123
Advisory Services Network
Georgia
$489K
MGIA
124
Moneta Group Investment Advisors
Missouri
$485K
TI
125
tru Independence
Oregon
$479K