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First Trust NASDAQ-100 Equal Weighted Index Fund

230 hedge funds and large institutions have $1.34B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+4
Holders Change %
+1.77%
% of All Funds
3.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
62
Reduced
91
Closed
20
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Shares
Change %
BC
126
Barrett & Company
Rhode Island
$562K -$20.3K -165 -3%
PJSIMP
127
P.J. Schmidt Investment Management (PJS)
Wisconsin
$554K
SPC
128
Sigma Planning Corp
Michigan
$543K +$225K +1,826 +71%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$541K +$415K +3,367 +330%
SCA
130
Snowden Capital Advisors
New York
$511K +$123 +1 +0%
OIA
131
OneDigital Investment Advisors
Kansas
$506K -$121K -984 -19%
ASN
132
Advisory Services Network
Georgia
$498K -$94.6K -767 -16%
BFG
133
Bouchey Financial Group
New York
$483K +$9.24K +75 +2%
AWA
134
Arkadios Wealth Advisors
Georgia
$480K -$136K -1,105 -22%
PS
135
Principal Securities
Iowa
$474K -$303K -2,459 -39%
WIA
136
World Investment Advisors
California
$468K +$6.17K +50 +1%
PSCM
137
Per Stirling Capital Management
Texas
$458K +$46.7K +379 +11%
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$456K -$24.7K -200 -5%
SS
139
Sunbelt Securities
Texas
$442K -$17.1K -139 -4%
FFA
140
Founders Financial Alliance
North Carolina
$442K +$123 +1 +0%
GVAG
141
Great Valley Advisor Group
Delaware
$437K +$20.3K +165 +5%
TI
142
tru Independence
Oregon
$417K +$740 +6 +0.2%
LFAS
143
Level Four Advisory Services
Texas
$416K +$8.38K +68 +2%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$404K +$64K +519 +19%
MGIA
145
Moneta Group Investment Advisors
Missouri
$394K -$121K -981 -23%
PNC
146
Park National Corp
Ohio
$388K +$388K +3,148 New
NFC
147
Northeast Financial Consultants
Connecticut
$388K
PPWP
148
Premier Path Wealth Partners
New Jersey
$379K +$379K +3,074 New
PWM
149
Purus Wealth Management
California
$378K +$21.6K +175 +6%
GG
150
GenWealth Group
New Jersey
$372K