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First Trust NASDAQ-100 Equal Weighted Index Fund

229 hedge funds and large institutions have $1.8B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+32
Holders Change %
+16.24%
% of All Funds
3.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
52
Increased
83
Reduced
65
Closed
16
Calls
$3.41M
Puts
Net Calls
+$3.41M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
TI
151
tru Independence
Oregon
$374K -$25.8K -220 -6%
NFC
152
Northeast Financial Consultants
Connecticut
$369K
GVAG
153
Great Valley Advisor Group
Delaware
$356K -$6.22K -53 -2%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$356K -$7.05K -60 -2%
IFWM
155
Institute for Wealth Management
Colorado
$348K
PSCM
156
Per Stirling Capital Management
Texas
$348K +$348K +2,961 New
PWM
157
Purus Wealth Management
California
$343K -$78.8K -671 -19%
PWA
158
Peterson Wealth Advisors
Utah
$316K -$105K -895 -25%
AF
159
Apollon Financial
South Carolina
$309K +$309K +2,630 New
BCM
160
Brookstone Capital Management
Illinois
$300K +$300K +2,553 New
WT
161
Whittier Trust
California
$294K
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$290K -$5.99K -51 -2%
LNC
163
Lincoln National Corp
Pennsylvania
$280K -$39.2K -334 -12%
SAM
164
Smartleaf Asset Management
Massachusetts
$274K +$274K +2,318 New
OA
165
Operose Advisors
Wisconsin
$274K
VFA
166
Valeo Financial Advisors
Indiana
$270K -$31.9K -272 -11%
SCA
167
Snowden Capital Advisors
New York
$265K
GWS
168
Glassman Wealth Services
Virginia
$257K
SMC
169
Smith, Moore & Co
Missouri
$256K -$17.5K -149 -6%
GCA
170
Guardian Capital Advisors
Ontario, Canada
$256K
RW
171
Rede Wealth
Virginia
$255K -$16.4K -140 -6%
MIG
172
McGuire Investment Group
Rhode Island
$253K
Creative Planning
173
Creative Planning
Kansas
$249K +$7.4K +63 +3%
VA
174
Valmark Advisers
Ohio
$242K +$352 +3 +0.1%
CI
175
Ceera Investments
Texas
$240K +$240K +2,045 New