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First Trust NASDAQ-100 Equal Weighted Index Fund

173 hedge funds and large institutions have $814M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
32
Increased
55
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
126
Smith, Moore & Co
Missouri
$264K +$5.92K +50 +2%
GWS
127
Glassman Wealth Services
Virginia
$259K
GCA
128
Guardian Capital Advisors
Ontario, Canada
$252K
FAM
129
Formidable Asset Management
Ohio
$234K
CFGS
130
Concourse Financial Group Securities
Alabama
$232K -$111K -940 -32%
ATC
131
Argent Trust Co
Tennessee
$232K +$232K +1,956 New
HWM
132
HB Wealth Management
Georgia
$225K +$225K +1,898 New
LFAS
133
Level Four Advisory Services
Texas
$222K +$7.94K +67 +4%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$215K +$39K +330 +22%
TI
135
tru Independence
Oregon
$207K +$207K +1,751 New
PPA
136
Parametric Portfolio Associates
Washington
$202K +$202K +1,701 New
CF
137
Centaurus Financial
California
$199K
CA
138
CoreCap Advisors
Michigan
$172K +$172K +1,455 New
IA
139
IFP Advisors
Florida
$158K -$706K -5,980 -82%
GWM
140
Geneos Wealth Management
Colorado
$145K -$392K -3,312 -73%
TFGT
141
TS Financial Group (TSFG)
Illinois
$145K
PAI
142
Pittenger & Anderson Inc
Nebraska
$142K
BlackRock
143
BlackRock
New York
$120K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$118K +$118K +996 New
SF
145
SBK Financial
Virginia
$107K +$107K +900 New
AAP
146
Arax Advisory Partners
Colorado
$99K
CA
147
Clearstead Advisors
Ohio
$93K
AF
148
Allworth Financial
California
$76K +$76K +640 New
SWA
149
Sutton Wealth Advisors
Florida
$75.1K
CWA
150
Clearview Wealth Advisors
Oregon
$49K -$24.1K -203 -33%