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First Trust Nasdaq-100 Select Equal Weight ETF

199 hedge funds and large institutions have $1.25B invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

601% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $374K

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

1% more funds holding

Funds holding: 197199 (+2)

0% more capital invested

Capital invested by funds: $1.25B → $1.25B (+$3.61M)

1.31% less ownership

Funds ownership: 67.32%66.01% (-1.3%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
25
Increased
79
Reduced
59
Closed
20
Calls
$2.62M
Puts
$374K
Net Calls
+$2.25M
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$67.3K +$108 +1 +0.2%
SWA
177
Sutton Wealth Advisors
Florida
$65.9K
WTC
178
WhitTier Trust Company
Nevada
$57.2K
LFG
179
Larson Financial Group
Missouri
$51.5K
DFA
180
DHJJ Financial Advisors
Illinois
$45.2K +$46.8K +435 New
CCA
181
Column Capital Advisors
Indiana
$43.3K
OP
182
ORG Partners
Indiana
$29.6K +$30.7K +285 New
AssetMark Inc
183
AssetMark Inc
California
$22.4K +$23.1K +215 New
FCA
184
FinTrust Capital Advisors
South Carolina
$18.6K
PP
185
PFS Partners
New Jersey
$16.6K +$17.2K +160 New
S
186
SignatureFD
Georgia
$16.6K
CIA
187
Cape Investment Advisory
Georgia
$14.1K
RDIA
188
RE Dickinson Investment Advisors
Iowa
$11K +$10.9K +101 New
MSFP
189
Mark Sheptoff Financial Planning
Connecticut
$8.32K
BWM
190
Baystate Wealth Management
Massachusetts
$7.75K
GEA
191
Glen Eagle Advisors
New Jersey
$5.93K
AF
192
Advisornet Financial
Minnesota
$5.55K
GWSA
193
Global Wealth Strategies & Associates
Colorado
$5.2K
GTAM
194
Global Trust Asset Management
Florida
$4.68K +$4.84K +45 New
TAM
195
Tucker Asset Management
Colorado
$3.85K +$2.37K +22 +147%
CAS
196
Coppell Advisory Solutions
Texas
$2.75K -$9.15K -85 -73%
CFD
197
Creative Financial Designs
Indiana
$1.15K -$8.39K -78 -88%
RCM
198
Raleigh Capital Management
North Carolina
$1.04K
SOS
199
Silver Oak Securities
Tennessee
$937 -$418K -3,881 -100%
HNB
200
Huntington National Bank
Ohio
$520

QQEW Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q3 2023, worth a combined $1.25B — up 0.29% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new QQEW positions and 20 closed out — a net gain of 5 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.1M. The largest seller was Osaic Holdings, cutting an estimated $15M.

  • 199 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q3 2023, up from 197 in Q2 2023.
  • Funds reported $1.25B of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q3 2023, up 0.29% quarter-over-quarter.
  • 25 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q3 2023 and 20 closed out, a net change of +5 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q3 2023 was LPL Financial, an estimated $25.1M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q3 2023 was Osaic Holdings, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2023.