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First Trust NASDAQ-100 Equal Weighted Index Fund

229 hedge funds and large institutions have $1.8B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+32
Holders Change %
+16.24%
% of All Funds
3.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
52
Increased
83
Reduced
65
Closed
16
Calls
$3.41M
Puts
Net Calls
+$3.41M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
MCP
176
Mirador Capital Partners
California
$237K -$124K -1,055 -34%
FAIM
177
Financial Advocates Investment Management
Washington
$227K -$3.05K -26 -1%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$225K +$225K +1,903 New
Cerity Partners
179
Cerity Partners
New York
$221K +$221K +1,883 New
WWM
180
Western Wealth Management
Colorado
$212K -$27.2K -232 -11%
ATC
181
Argent Trust Co
Tennessee
$211K +$211K +1,800 New
Fidelity Investments
182
Fidelity Investments
Massachusetts
$211K +$9.04K +77 +4%
LSA
183
Lion Street Advisors
Texas
$209K +$209K +1,779 New
GCP
184
GSA Capital Partners
United Kingdom
$206K +$206K +1,754 New
ARC
185
Advisor Resource Council
Texas
$205K +$205K +1,745 New
RFG
186
REAP Financial Group
Texas
$194K +$194K +1,651 New
PAI
187
Pittenger & Anderson Inc
Nebraska
$134K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$131K +$26K +222 +25%
CA
189
Clearstead Advisors
Ohio
$128K -$128K -1,086 -50%
Jones Financial Companies
190
Jones Financial Companies
Missouri
$120K
MCM
191
Manchester Capital Management
Vermont
$117K
GRP
192
Global Retirement Partners
California
$114K +$114K +981 New
GTAM
193
Global Trust Asset Management
Florida
$114K +$109K +925 +2,056%
BBPWM
194
Blue Bell Private Wealth Management
Pennsylvania
$103K -$14.6K -124 -12%
NS
195
NBC Securities
Alabama
$102K -$57.4K -493 -36%
BlackRock
196
BlackRock
New York
$94K
AAP
197
Arax Advisory Partners
Colorado
$91.6K -$2.94K -25 -3%
AF
198
Allworth Financial
California
$76.1K +$117 +1 +0.2%
MSFP
199
Mark Sheptoff Financial Planning
Connecticut
$68.1K +$58.7K +500 +625%
WTC
200
WhitTier Trust Company
Nevada
$64.6K