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

197 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 58 reducing their positions, and 20 closing their positions.

Holders
197
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.14%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
24
Increased
79
Reduced
58
Closed
20
Calls
$2.62M
Puts
$374K
Net Calls
+$2.25M
Net Calls Change
+$120K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$69M
2
Morgan Stanley
2
Morgan Stanley
New York
$200M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$37.8M
4
PAG
4
Private Advisor Group
New Jersey
$14.2M
5
Bank of America
5
Bank of America
North Carolina
$40.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$45.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.1M
3
Wells Fargo
3
Wells Fargo
California
$125M
4
SHFP
4
Second Half Financial Partners
Florida
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$22.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
101
Arkadios Wealth Advisors
Georgia
$694K 6,673 -1,619 -20%
OA
102
Oxbow Advisors
Texas
$683K 6,570 -3,688 -36%
KWM
103
Kingsview Wealth Management
Oregon
$590K 5,673 -898 -14%
Renaissance Technologies
104
Renaissance Technologies
New York
$582K 5,600 -5,600 -50%
HI
105
Harbour Investments
Wisconsin
$564K 5,421 -10,857 -67%
CF
106
Centaurus Financial
California
$537K 5,160 +5,160 New
LS
107
Leelyn Smith
Illinois
$536K 5,158 +18 +0.4%
PFS
108
Prospera Financial Services
Texas
$522K 5,016 +1,222 +32%
HA
109
Herold Advisors
New York
$520K 5,005 +1,100 +28%
CA
110
Cetera Advisors
Colorado
$519K 4,990 +95 +2%
BPA
111
Beacon Pointe Advisors
California
$507K 4,875 +4,875 New
EA
112
Ergawealth Advisors
Illinois
$505K 4,858 +270 +6%
PWS
113
Precision Wealth Strategies
Missouri
$499K 4,796 -6,623 -58%
PFA
114
Plotkin Financial Advisors
Maryland
$493K 4,739 – –
WCM
115
Washburn Capital Management
Florida
$488K 4,689 -10 -0.2%
PJSIMP
116
P.J. Schmidt Investment Management (PJS)
Wisconsin
$479K 4,678 – –
KWS
117
Keystone Wealth Services
California
$478K 4,592 -50 -1%
GG
118
GenWealth Group
New Jersey
$476K 4,580 – –
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$468K 4,499 +4,499 New
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$459K 4,416 +4,416 New
TSWM
121
Tyler-Stone Wealth Management
Ohio
$459K 4,416 +252 +6%
BFG
122
Bouchey Financial Group
New York
$457K 4,397 +184 +4%
PVI
123
Pine Valley Investments
New Jersey
$448K 4,308 +262 +6%
SS
124
Sunbelt Securities
Texas
$441K 4,240 +4 +0.1%
Citadel Advisors
125
Citadel Advisors
Florida
$434K 4,173 -2,047 -33%
3 4
5
6 7