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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BC
126
Barrett & Company
Rhode Island
$425K +$10.4K +100 +3%
PFO
127
Pathstone Family Office
New Jersey
$406K +$406K +3,900 New
Wealthfront Advisers
128
Wealthfront Advisers
California
$389K +$56.3K +541 +17%
PWM
129
Purus Wealth Management
California
$373K +$4.26K +41 +1%
PWA
130
Peterson Wealth Advisors
Utah
$373K – – –
FFA
131
Founders Financial Alliance
North Carolina
$372K +$104 +1 +0%
APP
132
Avantax Planning Partners
Iowa
$366K – – –
REMPR
133
Roof Eidam Maycock Peralta (REMP)
California
$364K – – –
TI
134
tru Independence
Oregon
$354K +$117K +1,123 +49%
LFAS
135
Level Four Advisory Services
Texas
$338K +$27K +260 +9%
NFC
136
Northeast Financial Consultants
Connecticut
$327K – – –
ATPW
137
Ashton Thomas Private Wealth
Arizona
$322K +$52K +500 +19%
GVAG
138
Great Valley Advisor Group
Delaware
$322K +$25.8K +248 +9%
MCP
139
Mirador Capital Partners
California
$319K +$319K +3,072 New
HIA
140
Harbor Investment Advisory
Maryland
$319K +$104 +1 +0%
IFWM
141
Institute for Wealth Management
Colorado
$308K -$520 -5 -0.2%
SG
142
StoneX Group
New York
$303K -$85.4K -821 -22%
LNC
143
Lincoln National Corp
Pennsylvania
$283K +$283K +2,721 New
TA
144
TKG Advisors
Indiana
$272K -$22.6K -217 -8%
VFA
145
Valeo Financial Advisors
Indiana
$268K +$31.8K +306 +13%
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$262K +$262K +2,518 New
WT
147
Whittier Trust
California
$260K – – –
SMC
148
Smith, Moore & Co
Missouri
$242K – – –
OA
149
Operose Advisors
Wisconsin
$242K – – –
RW
150
Rede Wealth
Virginia
$240K -$91.1K -876 -28%
4 5
6
7 8