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First Trust NASDAQ-100 Equal Weighted Index Fund

239 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 99

Holders
239
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
126
BIP Wealth
Georgia
$580K
OIA
127
OneDigital Investment Advisors
Kansas
$543K
SWP
128
Sagespring Wealth Partners
Tennessee
$537K
BBL
129
Beck Bode LLC
Massachusetts
$529K
RCA
130
Runnymede Capital Advisors
Ohio
$525K
PSCM
131
Per Stirling Capital Management
Texas
$518K
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$505K
FFA
133
Founders Financial Alliance
North Carolina
$490K
ASN
134
Advisory Services Network
Georgia
$482K
Fidelity Investments
135
Fidelity Investments
Massachusetts
$467K
TI
136
tru Independence
Oregon
$463K
GVAG
137
Great Valley Advisor Group
Delaware
$462K
MGIA
138
Moneta Group Investment Advisors
Missouri
$459K
PW
139
Potentia Wealth
California
$434K
NS
140
NBC Securities
Alabama
$432K
NFC
141
Northeast Financial Consultants
Connecticut
$430K
GRP
142
Global Retirement Partners
California
$428K
SCA
143
Snowden Capital Advisors
New York
$413K
IFWM
144
Institute for Wealth Management
Colorado
$405K
SF
145
Summit Financial
New Jersey
$399K
SP
146
Sequent Planning
Nebraska
$395K
MCC
147
Money Concepts Capital
Florida
$391K
HIA
148
Harbor Investment Advisory
Maryland
$389K
RSWM
149
Robertson Stephens Wealth Management
California
$379K
CFG
150
Citizens Financial Group
Rhode Island
$372K