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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 %
BPA
126
Beacon Pointe Advisors
California
$573K +$235 +2 +0%
HA
127
Herold Advisors
New York
$565K -$23.5K -200 -4%
PFA
128
Plotkin Financial Advisors
Maryland
$557K
WCM
129
Washburn Capital Management
Florida
$555K +$3.88K +33 +0.7%
NWM
130
Napa Wealth Management
California
$552K +$552K +4,696 New
SPC
131
Sigma Planning Corp
Michigan
$543K -$4.13M -35,175 -88%
KWS
132
Keystone Wealth Services
California
$539K
OIA
133
OneDigital Investment Advisors
Kansas
$539K +$286K +2,432 +113%
GG
134
GenWealth Group
New Jersey
$538K
PJSIMP
135
P.J. Schmidt Investment Management (PJS)
Wisconsin
$537K -$22.1K -185 -4%
PAG
136
Private Advisory Group
Washington
$535K -$9.14M -77,822 -94%
LS
137
Leelyn Smith
Illinois
$533K -$73.2K -623 -12%
TSWM
138
Tyler-Stone Wealth Management
Ohio
$523K +$4.7K +40 +0.9%
BFG
139
Bouchey Financial Group
New York
$516K
SS
140
Sunbelt Securities
Texas
$499K +$822 +7 +0.2%
MGIA
141
Moneta Group Investment Advisors
Missouri
$491K +$491K +4,180 New
BC
142
Barrett & Company
Rhode Island
$480K +$117 +1 +0%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$458K +$458K +3,900 New
PRI
144
Prepared Retirement Institute
Pennsylvania
$439K +$439K +3,737 New
WIA
145
World Investment Advisors
California
$429K +$429K +3,655 New
FFA
146
Founders Financial Alliance
North Carolina
$420K +$117 +1 +0%
SOS
147
Silver Oak Securities
Tennessee
$414K +$413K +3,518 +39,089%
REMPR
148
Roof Eidam Maycock Peralta (REMP)
California
$411K
LFAS
149
Level Four Advisory Services
Texas
$388K +$5.99K +51 +2%
APP
150
Avantax Planning Partners
Iowa
$383K -$30.9K -263 -7%