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First Trust NASDAQ-100 Equal Weighted Index Fund

221 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-9
Holders Change %
-3.91%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
17
Increased
63
Reduced
88
Closed
24
Calls
$326K
Puts
Net Calls
+$326K
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
151
Cyndeo Wealth Partners
Florida
$300K -$373K -2,975 -55%
PWA
152
Peterson Wealth Advisors
Utah
$300K -$42.9K -342 -13%
SPC
153
Sigma Planning Corp
Michigan
$299K -$253K -2,019 -46%
OA
154
Operose Advisors
Wisconsin
$292K
CI
155
Ceera Investments
Texas
$292K +$11.9K +95 +4%
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$292K +$6.65K +53 +2%
SAM
157
Smartleaf Asset Management
Massachusetts
$291K
GCP
158
GSA Capital Partners
United Kingdom
$287K +$16.3K +130 +6%
VFA
159
Valeo Financial Advisors
Indiana
$284K -$12.5K -100 -4%
QP
160
Quartz Partners
New York
$277K +$277K +2,212 New
GWS
161
Glassman Wealth Services
Virginia
$274K
RW
162
Rede Wealth
Virginia
$272K
MIG
163
McGuire Investment Group
Rhode Island
$270K
EFS
164
Essex Financial Services
Connecticut
$265K -$80.1K -634 -23%
VA
165
Valmark Advisers
Ohio
$262K +$2.64K +21 +1%
FAIM
166
Financial Advocates Investment Management
Washington
$256K -$1.76K -14 -0.7%
GCA
167
Guardian Capital Advisors
Ontario, Canada
$254K
SMC
168
Smith, Moore & Co
Missouri
$250K -$17.9K -143 -7%
AWM
169
Affinity Wealth Management
Delaware
$247K -$40.9K -326 -14%
KFP
170
KMG Fiduciary Partners
Ohio
$240K +$240K +1,913 New
Cerity Partners
171
Cerity Partners
New York
$236K
MCP
172
Mirador Capital Partners
California
$236K -$14.9K -119 -6%
WCM
173
Washburn Capital Management
Florida
$227K -$97.3K -776 -30%
ATC
174
Argent Trust Co
Tennessee
$226K
LSA
175
Lion Street Advisors
Texas
$223K