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First Trust NASDAQ-100 Equal Weighted Index Fund
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Overview Fund Activity

241 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+20
Holders Change %
+9.05%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
74
Reduced
77
Closed
14
Calls
$74K
Puts
–
Net Calls
+$74K
Net Calls Change
-$252K

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$17.1M
2
LPL Financial
2
LPL Financial
California
$107M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.1M
5
GWM
5
Geneos Wealth Management
Colorado
$3.72M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$199M
2
GLA
2
Good Life Advisors
Pennsylvania
$15.7M
3
AC
3
AIFG Consultants
New York
$1.15M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.73M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
126
Keystone Wealth Services
California
$574K – – –
BW
127
BIP Wealth
Georgia
$573K – – –
PW
128
Potentia Wealth
California
$569K +$569K +4,554 New
WIA
129
World Investment Advisors
California
$563K +$76K +608 +16%
PJSIMP
130
P.J. Schmidt Investment Management (PJS)
Wisconsin
$561K – – –
Fidelity Investments
131
Fidelity Investments
Massachusetts
$556K +$98.2K +786 +21%
SPC
132
Sigma Planning Corp
Michigan
$534K +$237K +1,893 +79%
OIA
133
OneDigital Investment Advisors
Kansas
$511K -$1.5K -12 -0.3%
RCA
134
Runnymede Capital Advisors
Ohio
$506K +$506K +4,050 New
PNC
135
Park National Corp
Ohio
$490K +$96.6K +773 +25%
AFS
136
Aft Forsyth & Sober
Florida
$484K – – –
SCA
137
Snowden Capital Advisors
New York
$481K +$50K +400 +12%
PSCM
138
Per Stirling Capital Management
Texas
$464K – – –
ASN
139
Advisory Services Network
Georgia
$464K -$41K -328 -8%
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$462K – – –
FFA
141
Founders Financial Alliance
North Carolina
$448K +$125 +1 +0%
SOS
142
Silver Oak Securities
Tennessee
$438K +$438K +3,492 New
GVAG
143
Great Valley Advisor Group
Delaware
$426K -$17.5K -140 -4%
TI
144
tru Independence
Oregon
$424K +$375 +3 +0.1%
MGIA
145
Moneta Group Investment Advisors
Missouri
$404K +$4.25K +34 +1%
NFC
146
Northeast Financial Consultants
Connecticut
$393K +$375 +3 +0.1%
WI
147
Wintrust Investments
Illinois
$389K -$16.2K -130 -4%
GG
148
GenWealth Group
New Jersey
$377K – – –
SP
149
Sequent Planning
Nebraska
$374K -$11.9K -95 -3%
HIA
150
Harbor Investment Advisory
Maryland
$371K – – –
4 5
6
7 8