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First Trust NASDAQ-100 Equal Weighted Index Fund

229 hedge funds and large institutions have $1.22B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
229
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$17.5M
2 -$17.1M
3 -$13.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$13.6M
5
VF
Virtu Financial
New York
-$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$318K
GCP
152
GSA Capital Partners
United Kingdom
$317K
GWS
153
Glassman Wealth Services
Virginia
$309K
Creative Planning
154
Creative Planning
Kansas
$308K
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$306K
PS
156
Principal Securities
Iowa
$305K
MIG
157
McGuire Investment Group
Rhode Island
$303K
VA
158
VestGen Advisors
Illinois
$293K
GP
159
Guardian Partners
Canada
$291K
CIA
160
Concurrent Investment Advisors
Florida
$290K
VA
161
Valmark Advisers
Ohio
$286K
JWCA
162
J.W. Cole Advisors
Florida
$285K
KFP
163
KMG Fiduciary Partners
Ohio
$270K
Cerity Partners
164
Cerity Partners
New York
$266K
SMC
165
Smith, Moore & Co
Missouri
$253K
CWP
166
Cyndeo Wealth Partners
Florida
$247K
VFA
167
Valeo Financial Advisors
Indiana
$246K
ATPW
168
Ashton Thomas Private Wealth
Arizona
$245K
PTC
169
Private Trust Company
Ohio
$245K
LFAS
170
Level Four Advisory Services
Texas
$244K
PPWM
171
Perissos Private Wealth Management
Oklahoma
$240K
MCM
172
Morton Capital Management
California
$218K
Empower Advisory Group
173
Empower Advisory Group
Colorado
$214K
ESBC
174
E.S. Barr & Co
Kentucky
$212K
ATC
175
Argent Trust Co
Tennessee
$212K