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First Trust NASDAQ-100 Equal Weighted Index Fund

232 hedge funds and large institutions have $1.18B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

34% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 96

Holders
232
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
$774K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
176
MGO One Seven
Ohio
$244K
FAIM
177
Financial Advocates Investment Management
Washington
$244K
GP
178
Guardian Partners
Canada
$239K
KFI
179
Key Financial Inc
Pennsylvania
$238K
VFA
180
Valeo Financial Advisors
Indiana
$233K
KFP
181
KMG Fiduciary Partners
Ohio
$232K
GCP
182
GSA Capital Partners
United Kingdom
$230K
Cerity Partners
183
Cerity Partners
New York
$228K
CWM
184
Cornerstone Wealth Management
Missouri
$228K
SMC
185
Smith, Moore & Co
Missouri
$223K
Kovitz Investment Group Partners
186
Kovitz Investment Group Partners
Illinois
$221K
MCP
187
Mirador Capital Partners
California
$218K
LSA
188
Lion Street Advisors
Texas
$215K
LFAS
189
Level Four Advisory Services
Texas
$210K
PPWM
190
Perissos Private Wealth Management
Oklahoma
$205K
AAP
191
Arax Advisory Partners
Colorado
$194K
PTC
192
Private Trust Company
Ohio
$188K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$171K
CA
194
CoreCap Advisors
Michigan
$159K
MCM
195
Manchester Capital Management
Vermont
$133K
CA
196
Clearstead Advisors
Ohio
$132K
BlackRock
197
BlackRock
New York
$131K
PAI
198
Pittenger & Anderson Inc
Nebraska
$121K
NWM
199
Nova Wealth Management
Florida
$118K
AF
200
Allworth Financial
California
$111K