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First Trust NASDAQ-100 Equal Weighted Index Fund
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Overview Fund Activity

241 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+20
Holders Change %
+9.05%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
74
Reduced
77
Closed
14
Calls
$74K
Puts
–
Net Calls
+$74K
Net Calls Change
-$252K

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$17.1M
2
LPL Financial
2
LPL Financial
California
$107M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.1M
5
GWM
5
Geneos Wealth Management
Colorado
$3.72M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$199M
2
GLA
2
Good Life Advisors
Pennsylvania
$15.7M
3
AC
3
AIFG Consultants
New York
$1.15M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.73M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
151
Institute for Wealth Management
Colorado
$371K – – –
CFG
152
Citizens Financial Group
Rhode Island
$362K – – –
SS
153
Sunbelt Securities
Texas
$342K -$45.6K -364 -12%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$340K -$2K -16 -0.6%
AF
155
Apollon Financial
South Carolina
$329K – – –
WT
156
Whittier Trust
California
$312K – – –
QP
157
Quartz Partners
New York
$306K +$29.4K +235 +11%
PWA
158
Peterson Wealth Advisors
Utah
$304K +$381 +3 +0.1%
KA
159
Kovack Advisors
Florida
$296K +$296K +2,369 New
OA
160
Operose Advisors
Wisconsin
$291K – – –
SAM
161
Smartleaf Asset Management
Massachusetts
$291K – – –
CI
162
Ceera Investments
Texas
$291K – – –
WP
163
WMS Partners
Maryland
$290K +$290K +2,320 New
CWP
164
Cyndeo Wealth Partners
Florida
$289K -$10.5K -84 -4%
PS
165
Principal Securities
Iowa
$288K -$132K -1,057 -31%
VFA
166
Valeo Financial Advisors
Indiana
$283K +$125 +1 +0%
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$281K -$9.37K -75 -3%
P
168
&Partners
Tennessee
$280K +$280K +2,210 New
PAS
169
Park Avenue Securities
New York
$274K +$52.9K +423 +24%
GWS
170
Glassman Wealth Services
Virginia
$273K – – –
RW
171
Rede Wealth
Virginia
$271K – – –
Creative Planning
172
Creative Planning
Kansas
$269K -$56.7K -454 -17%
MIG
173
McGuire Investment Group
Rhode Island
$269K – – –
GRP
174
Global Retirement Partners
California
$267K +$144K +1,153 +118%
Citadel Advisors
175
Citadel Advisors
Florida
$262K -$963K -7,704 -79%
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7
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