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First Trust Nasdaq-100 Select Equal Weight ETF

245 hedge funds and large institutions have $1.25B invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 14

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 222245 (+23)

3.17% more ownership

Funds ownership: 63.96%67.12% (+3.2%)

0% more capital invested

Capital invested by funds: $1.25B → $1.25B (+$3.01M)

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

Holders
245
Holders Change
+23
Holders Change %
+10.36%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
43
Increased
75
Reduced
77
Closed
14
Calls
$74K
Puts
Net Calls
+$74K
Net Calls Change
-$252K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
151
Sequent Planning
Nebraska
$374K -$12.2K -95 -3%
HIA
152
Harbor Investment Advisory
Maryland
$371K
IFWM
153
Institute for Wealth Management
Colorado
$371K
CFG
154
Citizens Financial Group
Rhode Island
$362K
SS
155
Sunbelt Securities
Texas
$342K -$46.6K -364 -12%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$340K -$2.05K -16 -0.6%
AF
157
Apollon Financial
South Carolina
$329K
WT
158
Whittier Trust
California
$312K
QP
159
Quartz Partners
New York
$306K +$30.1K +235 +11%
PWA
160
Peterson Wealth Advisors
Utah
$304K +$384 +3 +0.1%
KA
161
Kovack Advisors
Florida
$296K +$304K +2,369 New
OA
162
Operose Advisors
Wisconsin
$291K
SAM
163
Smartleaf Asset Management
Massachusetts
$291K
CI
164
Ceera Investments
Texas
$291K
WP
165
WMS Partners
Maryland
$290K +$297K +2,320 New
CWP
166
Cyndeo Wealth Partners
Florida
$289K -$10.8K -84 -4%
PS
167
Principal Securities
Iowa
$288K -$135K -1,057 -31%
VFA
168
Valeo Financial Advisors
Indiana
$283K +$128 +1 +0%
Envestnet Portfolio Solutions
169
Envestnet Portfolio Solutions
Illinois
$281K -$9.61K -75 -3%
P
170
&Partners
Tennessee
$280K +$283K +2,210 New
PAS
171
Park Avenue Securities
New York
$274K +$54.2K +423 +24%
GWS
172
Glassman Wealth Services
Virginia
$273K
RW
173
Rede Wealth
Virginia
$271K
Creative Planning
174
Creative Planning
Kansas
$269K -$58.2K -454 -17%
MIG
175
McGuire Investment Group
Rhode Island
$269K

QQEW Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q4 2024, worth a combined $1.25B — up 0.24% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new QQEW positions and 14 closed out — a net gain of 29 holders — while 75 added to existing stakes and 77 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $17.5M. The largest seller was Morgan Stanley, cutting an estimated $22.1M.

  • 245 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q4 2024, up from 222 in Q3 2024.
  • Funds reported $1.25B of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q4 2024, up 0.24% quarter-over-quarter.
  • 43 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q4 2024 and 14 closed out, a net change of +29 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $17.5M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q4 2024 was Morgan Stanley, an estimated $22.1M sold.

Based on aggregated 13F filings for Q4 2024.