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First Trust NASDAQ-100 Equal Weighted Index Fund

226 hedge funds and large institutions have $1.44B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
3.28%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
20
Increased
89
Reduced
73
Closed
22
Calls
$731K
Puts
Net Calls
+$731K
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
126
Avantax Planning Partners
Iowa
$618K +$214K +1,724 +53%
PVI
127
Pine Valley Investments
New Jersey
$618K -$1.49K -12 -0.2%
BW
128
BIP Wealth
Georgia
$609K +$609K +4,913 New
ASN
129
Advisory Services Network
Georgia
$595K -$456K -3,677 -43%
BC
130
Barrett & Company
Rhode Island
$585K +$78.9K +637 +16%
HA
131
Herold Advisors
New York
$580K -$16K -129 -3%
KWS
132
Keystone Wealth Services
California
$569K +$124 +1 +0%
PJSIMP
133
P.J. Schmidt Investment Management (PJS)
Wisconsin
$557K
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$538K -$127K -1,024 -19%
MGIA
135
Moneta Group Investment Advisors
Missouri
$518K
SCA
136
Snowden Capital Advisors
New York
$514K +$234K +1,888 +84%
EFS
137
Econ Financial Services
Pennsylvania
$507K +$507K +4,088 New
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$483K
BFG
139
Bouchey Financial Group
New York
$477K -$68.1K -550 -13%
WIA
140
World Investment Advisors
California
$464K +$11.2K +90 +2%
SS
141
Sunbelt Securities
Texas
$462K -$64.5K -521 -12%
FFA
142
Founders Financial Alliance
North Carolina
$444K +$124 +1 +0%
TI
143
tru Independence
Oregon
$419K +$24.3K +196 +6%
TIM
144
Total Investment Management
Arizona
$419K -$76M -613,001 -99%
EA
145
Ergawealth Advisors
Illinois
$418K -$198K -1,597 -32%
GVAG
146
Great Valley Advisor Group
Delaware
$418K +$42.3K +342 +11%
PSCM
147
Per Stirling Capital Management
Texas
$413K +$46.3K +374 +13%
SP
148
Sequent Planning
Nebraska
$402K +$402K +3,244 New
NFC
149
Northeast Financial Consultants
Connecticut
$390K
LFAS
150
Level Four Advisory Services
Texas
$388K