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First Trust NASDAQ-100 Equal Weighted Index Fund

229 hedge funds and large institutions have $1.8B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+32
Holders Change %
+16.24%
% of All Funds
3.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
52
Increased
83
Reduced
65
Closed
16
Calls
$3.41M
Puts
Net Calls
+$3.41M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
101
Luken Investment Analytics
Tennessee
$1.06M -$755K -6,429 -42%
PTC
102
Private Trust Company
Ohio
$1.03M +$91K +775 +10%
ZIG
103
Zullo Investment Group
Pennsylvania
$1.02M
ASN
104
Advisory Services Network
Georgia
$996K -$60.7K -517 -6%
Fisher Asset Management
105
Fisher Asset Management
Washington
$961K +$28K +238 +3%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$950K
PWS
107
Precision Wealth Strategies
Missouri
$942K +$379K +3,225 +67%
AFS
108
Aft Forsyth & Sober
Florida
$925K
GT
109
Glenmede Trust
Pennsylvania
$912K
SC
110
Scotia Capital
Ontario, Canada
$867K -$14.3K -122 -2%
WEG
111
World Equity Group
Illinois
$859K -$862K -7,532 -50%
IA
112
IFP Advisors
Florida
$778K +$605K +5,152 +350%
CRWM
113
Castle Rock Wealth Management
California
$765K -$20.5K -180 -3%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$754K +$236K +2,008 +45%
3F
115
360 Financial
Minnesota
$687K -$201K -1,713 -23%
CA
116
Cetera Advisors
Colorado
$658K +$72.2K +615 +12%
SF
117
Synovus Financial
Georgia
$649K -$654K -5,562 -50%
AWA
118
Arkadios Wealth Advisors
Georgia
$646K -$138K -1,175 -18%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$630K +$102K +866 +19%
Wealthfront Advisers
120
Wealthfront Advisers
California
$617K +$178K +1,512 +40%
AP
121
Advisors Preferred
Maryland
$616K +$616K +5,300 New
CF
122
Centaurus Financial
California
$606K -$117 -1 -0%
BAM
123
Belpointe Asset Management
Nevada
$594K -$338K -2,875 -36%
PVI
124
Pine Valley Investments
New Jersey
$587K +$80.8K +688 +16%
EA
125
Ergawealth Advisors
Illinois
$584K +$13.6K +116 +2%