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First Trust NASDAQ-100 Equal Weighted Index Fund

230 hedge funds and large institutions have $1.34B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+4
Holders Change %
+1.77%
% of All Funds
3.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
62
Reduced
91
Closed
20
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
151
Harbor Investment Advisory
Maryland
$366K -$1.56M -12,691 -81%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$366K
IFWM
153
Institute for Wealth Management
Colorado
$366K
Creative Planning
154
Creative Planning
Kansas
$358K +$25K +203 +8%
MOS
155
MGO One Seven
Ohio
$341K +$341K +2,766 New
PWA
156
Peterson Wealth Advisors
Utah
$337K +$616 +5 +0.2%
AF
157
Apollon Financial
South Carolina
$324K
EFS
158
Essex Financial Services
Connecticut
$321K -$23.8K -202 -7%
WCM
159
Washburn Capital Management
Florida
$319K -$52.4K -425 -14%
WT
160
Whittier Trust
California
$308K
VFA
161
Valeo Financial Advisors
Indiana
$292K
OA
162
Operose Advisors
Wisconsin
$287K
SAM
163
Smartleaf Asset Management
Massachusetts
$286K
AWM
164
Affinity Wealth Management
Delaware
$283K -$24.5M -198,979 -99%
IA
165
IFP Advisors
Florida
$280K -$498K -4,037 -64%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$280K -$43.4K -352 -13%
CI
167
Ceera Investments
Texas
$275K
AAS
168
Ameritas Advisory Services
Nebraska
$275K -$2.86M -23,232 -91%
RIA
169
Realta Investment Advisors
Delaware
$275K +$275K +2,229 New
TRCT
170
Tower Research Capital (TRC)
New York
$273K -$827K -6,707 -75%
GWS
171
Glassman Wealth Services
Virginia
$270K
RW
172
Rede Wealth
Virginia
$267K
GCP
173
GSA Capital Partners
United Kingdom
$266K
MIG
174
McGuire Investment Group
Rhode Island
$265K
SMC
175
Smith, Moore & Co
Missouri
$263K -$6.04K -49 -2%