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First Trust NASDAQ-100 Equal Weighted Index Fund

232 hedge funds and large institutions have $1.18B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

34% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 96

Holders
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$774K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
126
Runnymede Capital Advisors
Ohio
$490K
Fidelity Investments
127
Fidelity Investments
Massachusetts
$487K
HA
128
Herold Advisors
New York
$486K
ARC
129
Advisor Resource Council
Texas
$485K
SWP
130
Sagespring Wealth Partners
Tennessee
$485K
OIA
131
OneDigital Investment Advisors
Kansas
$481K
PW
132
Potentia Wealth
California
$475K
PSCM
133
Per Stirling Capital Management
Texas
$449K
Pathstone Holdings
134
Pathstone Holdings
New Jersey
$447K
ASN
135
Advisory Services Network
Georgia
$440K
FFA
136
Founders Financial Alliance
North Carolina
$434K
SOS
137
Silver Oak Securities
Tennessee
$432K
Citadel Advisors
138
Citadel Advisors
Florida
$421K
GVAG
139
Great Valley Advisor Group
Delaware
$412K
TI
140
tru Independence
Oregon
$411K
MGIA
141
Moneta Group Investment Advisors
Missouri
$391K
MAM
142
Mullooly Asset Management
New Jersey
$389K
NFC
143
Northeast Financial Consultants
Connecticut
$381K
SCA
144
Snowden Capital Advisors
New York
$366K
GG
145
GenWealth Group
New Jersey
$364K
CWA
146
Crux Wealth Advisors
California
$363K
IFWM
147
Institute for Wealth Management
Colorado
$359K
SP
148
Sequent Planning
Nebraska
$355K
HIA
149
Harbor Investment Advisory
Maryland
$353K
FFS
150
Founders Financial Securities
Maryland
$351K