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

169 hedge funds and large institutions have $886M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
24
Increased
56
Reduced
52
Closed
17
Calls
$403K
Puts
–
Net Calls
+$403K
Net Calls Change
-$59K

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$56.3M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$35.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$23.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$24.7M
5
BIM
5
Bullseye Investment Management
Ohio
$10.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$30.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$164M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
PWS
4
Precision Wealth Strategies
Missouri
$1.23M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$438K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
101
Synovus Financial
Georgia
$390K -$658K -6,534 -63%
AAS
102
Ameritas Advisory Services
Nebraska
$388K -$321K -3,219 -45%
PVI
103
Pine Valley Investments
New Jersey
$376K +$376K +3,846 New
V
104
Veritable
Delaware
$372K – – –
PWA
105
Peterson Wealth Advisors
Utah
$360K – – –
APP
106
Avantax Planning Partners
Iowa
$355K – – –
REMPR
107
Roof Eidam Maycock Peralta (REMP)
California
$352K – – –
RW
108
Rede Wealth
Virginia
$333K – – –
NFC
109
Northeast Financial Consultants
Connecticut
$316K – – –
BC
110
Barrett & Company
Rhode Island
$310K +$27.7K +275 +10%
GVAG
111
Great Valley Advisor Group
Delaware
$309K -$1.02M -10,117 -77%
HIA
112
Harbor Investment Advisory
Maryland
$309K – – –
IFWM
113
Institute for Wealth Management
Colorado
$299K – – –
WWM
114
Western Wealth Management
Colorado
$298K -$214K -2,128 -42%
MIG
115
McGuire Investment Group
Rhode Island
$289K – – –
LFAS
116
Level Four Advisory Services
Texas
$282K +$282K +2,807 New
Wealthfront Advisers
117
Wealthfront Advisers
California
$276K +$17.7K +176 +7%
AFS
118
Aft Forsyth & Sober
Florida
$272K -$536K -5,325 -66%
ATPW
119
Ashton Thomas Private Wealth
Arizona
$260K -$2.52K -25 -1%
WT
120
Whittier Trust
California
$252K -$55.4K -550 -18%
UCFA
121
United Capital Financial Advisors
Texas
$247K -$2.62K -26 -1%
OA
122
Operose Advisors
Wisconsin
$235K – – –
SCA
123
Snowden Capital Advisors
New York
$231K -$1.14M -11,289 -83%
SMC
124
Smith, Moore & Co
Missouri
$230K +$230K +2,286 New
TI
125
tru Independence
Oregon
$229K +$503 +5 +0.2%
3 4
5
6 7