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First Trust NASDAQ-100 Equal Weighted Index Fund

221 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-9
Holders Change %
-3.91%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
17
Increased
63
Reduced
88
Closed
24
Calls
$326K
Puts
Net Calls
+$326K
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
176
Park Avenue Securities
New York
$222K +$222K +1,769 New
PPWM
177
Perissos Private Wealth Management
Oklahoma
$213K
PTC
178
Private Trust Company
Ohio
$213K -$900K -7,174 -81%
Empower Advisory Group
179
Empower Advisory Group
Colorado
$205K +$205K +1,635 New
CA
180
CoreCap Advisors
Michigan
$164K +$164K +1,311 New
CFGS
181
Concourse Financial Group Securities
Alabama
$159K +$29.5K +235 +23%
PAI
182
Pittenger & Anderson Inc
Nebraska
$143K
RFG
183
REAP Financial Group
Texas
$140K -$40.7K -324 -22%
MCM
184
Manchester Capital Management
Vermont
$138K
CA
185
Clearstead Advisors
Ohio
$137K +$125 +1 +0.1%
KFI
186
Key Financial Inc
Pennsylvania
$125K +$72.4K +577 +138%
GRP
187
Global Retirement Partners
California
$123K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$123K -$81.6K -648 -40%
BBPWM
189
Blue Bell Private Wealth Management
Pennsylvania
$110K
IA
190
IFP Advisors
Florida
$106K -$180K -1,432 -63%
BlackRock
191
BlackRock
New York
$100K
NS
192
NBC Securities
Alabama
$99K
AAP
193
Arax Advisory Partners
Colorado
$85.3K -$12.5K -100 -13%
AF
194
Allworth Financial
California
$80.6K
S
195
SignatureFD
Georgia
$73.5K +$16.9K +135 +30%
WTC
196
WhitTier Trust Company
Nevada
$69K
AssetMark Inc
197
AssetMark Inc
California
$61.5K +$16.4K +131 +36%
TWC
198
TD Waterhouse Canada
Ontario, Canada
$57.5K +$57.5K +465 New
LFG
199
Larson Financial Group
Missouri
$51.2K
CAS
200
Coppell Advisory Solutions
Texas
$40.8K