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First Trust NASDAQ-100 Equal Weighted Index Fund

196 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+27
Holders Change %
+15.98%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
37
Increased
82
Reduced
36
Closed
10
Calls
$2.38M
Puts
$257K
Net Calls
+$2.13M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Shares
Change %
PVI
126
Pine Valley Investments
New Jersey
$433K +$21.4K +200 +5%
BC
127
Barrett & Company
Rhode Island
$426K +$96.3K +901 +29%
HA
128
Herold Advisors
New York
$417K +$417K +3,905 New
SOS
129
Silver Oak Securities
Tennessee
$416K +$416K +3,890 New
PFS
130
Prospera Financial Services
Texas
$406K +$406K +3,794 New
SG
131
StoneX Group
New York
$400K -$337K -3,157 -46%
V
132
Veritable
Delaware
$396K
PWA
133
Peterson Wealth Advisors
Utah
$385K +$536 +5 +0.1%
FFA
134
Founders Financial Alliance
North Carolina
$382K +$382K +3,578 New
PWM
135
Purus Wealth Management
California
$379K +$379K +3,548 New
APP
136
Avantax Planning Partners
Iowa
$377K
REMPR
137
Roof Eidam Maycock Peralta (REMP)
California
$374K
Wealthfront Advisers
138
Wealthfront Advisers
California
$342K +$48.6K +455 +17%
RW
139
Rede Wealth
Virginia
$340K -$13.5K -126 -4%
AWM
140
Apollon Wealth Management
South Carolina
$340K +$340K +3,181 New
WEG
141
World Equity Group
Illinois
$338K +$338K +3,159 New
NFC
142
Northeast Financial Consultants
Connecticut
$336K
HIA
143
Harbor Investment Advisory
Maryland
$328K
LFAS
144
Level Four Advisory Services
Texas
$320K +$20K +187 +7%
IFWM
145
Institute for Wealth Management
Colorado
$317K
MIG
146
McGuire Investment Group
Rhode Island
$307K
GVAG
147
Great Valley Advisor Group
Delaware
$304K -$24.3K -227 -7%
TA
148
TKG Advisors
Indiana
$303K +$303K +2,837 New
ATPW
149
Ashton Thomas Private Wealth
Arizona
$277K +$1.6K +15 +0.6%
WT
150
Whittier Trust
California
$267K