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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 %
SG
101
StoneX Group
New York
$345K -$7.1K -80 -2%
TIM
102
Total Investment Management
Arizona
$331K -$48.8M -550,127 -99%
V
103
Veritable
Delaware
$328K – – –
PWA
104
Peterson Wealth Advisors
Utah
$318K +$1.07K +12 +0.3%
FFA
105
Founders Financial Alliance
North Carolina
$317K +$89 +1 +0%
APP
106
Avantax Planning Partners
Iowa
$313K – – –
REMPR
107
Roof Eidam Maycock Peralta (REMP)
California
$311K -$568K -6,399 -65%
RW
108
Rede Wealth
Virginia
$294K -$28.9K -325 -9%
RWPA
109
Richard W. Paul & Associates
Michigan
$291K +$291K +3,274 New
NFC
110
Northeast Financial Consultants
Connecticut
$279K – – –
HIA
111
Harbor Investment Advisory
Maryland
$273K – – –
WT
112
Whittier Trust
California
$271K – – –
IFWM
113
Institute for Wealth Management
Colorado
$264K – – –
MIG
114
McGuire Investment Group
Rhode Island
$255K – – –
BC
115
Barrett & Company
Rhode Island
$249K – – –
ATPW
116
Ashton Thomas Private Wealth
Arizona
$231K +$2.13K +24 +0.9%
Wealthfront Advisers
117
Wealthfront Advisers
California
$228K -$51.5K -580 -18%
UCFA
118
United Capital Financial Advisors
Texas
$220K -$7.19K -81 -3%
OA
119
Operose Advisors
Wisconsin
$207K – – –
IA
120
IFG Advisory
Georgia
$206K +$206K +2,327 New
GCA
121
Guardian Capital Advisors
Ontario, Canada
$206K +$206K +2,200 New
LNC
122
Lincoln National Corp
Pennsylvania
$204K -$18.6K -209 -8%
FAIM
123
Financial Advocates Investment Management
Washington
$203K +$203K +2,286 New
TI
124
tru Independence
Oregon
$202K +$202K +2,273 New
VFA
125
Valeo Financial Advisors
Indiana
$201K +$201K +2,268 New
3 4
5
6 7