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First Trust NASDAQ-100 Equal Weighted Index Fund

196 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+27
Holders Change %
+15.98%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
37
Increased
82
Reduced
36
Closed
10
Calls
$2.38M
Puts
$257K
Net Calls
+$2.13M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
151
United Capital Financial Advisors
Texas
$263K +$214 +2 +0.1%
WWM
152
Western Wealth Management
Colorado
$254K -$62.5K -585 -20%
OA
153
Operose Advisors
Wisconsin
$249K
SMC
154
Smith, Moore & Co
Missouri
$249K +$4.7K +44 +2%
TI
155
tru Independence
Oregon
$244K +$321 +3 +0.1%
VFA
156
Valeo Financial Advisors
Indiana
$242K
SCA
157
Snowden Capital Advisors
New York
$240K -$5.24K -49 -2%
GCA
158
Guardian Capital Advisors
Ontario, Canada
$240K
GWS
159
Glassman Wealth Services
Virginia
$234K
OIA
160
OneDigital Investment Advisors
Kansas
$231K -$4.92K -46 -2%
FAIM
161
Financial Advocates Investment Management
Washington
$215K -$22.3K -209 -9%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$209K +$19.7K +184 +10%
IA
163
IFP Advisors
Florida
$132K -$104K -970 -44%
PAI
164
Pittenger & Anderson Inc
Nebraska
$122K
CA
165
Clearstead Advisors
Ohio
$116K
Jones Financial Companies
166
Jones Financial Companies
Missouri
$109K -$7.59K -71 -7%
BBPWM
167
Blue Bell Private Wealth Management
Pennsylvania
$107K +$107K +1,000 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$94K
AAP
169
Arax Advisory Partners
Colorado
$86.1K
BlackRock
170
BlackRock
New York
$85.5K
AF
171
Allworth Financial
California
$69K +$107 +1 +0.2%
SWA
172
Sutton Wealth Advisors
Florida
$67.8K
WTC
173
WhitTier Trust Company
Nevada
$58.8K
LFG
174
Larson Financial Group
Missouri
$52.9K +$9.73K +91 +23%
CCA
175
Column Capital Advisors
Indiana
$44.5K