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First Trust NASDAQ-100 Equal Weighted Index Fund

239 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 99

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Concurrent Investment Advisors
Florida
$361K
AF
152
Apollon Financial
South Carolina
$359K
SS
153
Sunbelt Securities
Texas
$341K
WT
154
Whittier Trust
California
$341K
MAM
155
Mullooly Asset Management
New Jersey
$339K
SOS
156
Silver Oak Securities
Tennessee
$338K
QP
157
Quartz Partners
New York
$334K
PWA
158
Peterson Wealth Advisors
Utah
$319K
OA
159
Operose Advisors
Wisconsin
$318K
CI
160
Ceera Investments
Texas
$317K
HA
161
Herold Advisors
New York
$317K
SAM
162
Smartleaf Asset Management
Massachusetts
$314K
PS
163
Principal Securities
Iowa
$302K
CWM
164
Cornerstone Wealth Management
Missouri
$301K
GWS
165
Glassman Wealth Services
Virginia
$299K
Creative Planning
166
Creative Planning
Kansas
$297K
RW
167
Rede Wealth
Virginia
$296K
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$296K
MIG
169
McGuire Investment Group
Rhode Island
$293K
GP
170
Guardian Partners
Canada
$283K
JWCA
171
J.W. Cole Advisors
Florida
$278K
VA
172
Valmark Advisers
Ohio
$276K
FAIM
173
Financial Advocates Investment Management
Washington
$270K
QC
174
Quadrature Capital
United Kingdom
$270K
KFP
175
KMG Fiduciary Partners
Ohio
$261K