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First Trust NASDAQ-100 Equal Weighted Index Fund

226 hedge funds and large institutions have $1.44B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
3.28%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
20
Increased
89
Reduced
73
Closed
22
Calls
$731K
Puts
Net Calls
+$731K
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
151
Washburn Capital Management
Florida
$373K -$212K -1,708 -36%
GG
152
GenWealth Group
New Jersey
$373K -$194K -1,566 -34%
ATPW
153
Ashton Thomas Private Wealth
Arizona
$368K -$7.81K -63 -2%
IFWM
154
Institute for Wealth Management
Colorado
$367K
EFS
155
Essex Financial Services
Connecticut
$363K +$363K +2,934 New
PWM
156
Purus Wealth Management
California
$358K -$3.35K -27 -0.9%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$341K +$118K +954 +53%
PWA
158
Peterson Wealth Advisors
Utah
$338K +$4.34K +35 +1%
Creative Planning
159
Creative Planning
Kansas
$334K +$71.7K +579 +27%
AF
160
Apollon Financial
South Carolina
$326K
Envestnet Portfolio Solutions
161
Envestnet Portfolio Solutions
Illinois
$325K +$19.3K +156 +6%
SPC
162
Sigma Planning Corp
Michigan
$319K -$254K -2,048 -44%
WT
163
Whittier Trust
California
$310K
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$297K +$297K +2,400 New
LNC
165
Lincoln National Corp
Pennsylvania
$296K +$248 +2 +0.1%
OA
166
Operose Advisors
Wisconsin
$289K
SAM
167
Smartleaf Asset Management
Massachusetts
$287K
KDA
168
Kraft Davis & Associates
Missouri
$281K +$281K +2,323 New
VFA
169
Valeo Financial Advisors
Indiana
$280K +$7.69K +65 +3%
CI
170
Ceera Investments
Texas
$276K +$22.9K +185 +9%
GWS
171
Glassman Wealth Services
Virginia
$271K
SMC
172
Smith, Moore & Co
Missouri
$270K +$124 +1 +0%
RW
173
Rede Wealth
Virginia
$269K
GCP
174
GSA Capital Partners
United Kingdom
$267K +$49.9K +403 +23%
MIG
175
McGuire Investment Group
Rhode Island
$266K