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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
VFA
176
Valeo Financial Advisors
Indiana
$258K
Cerity Partners
177
Cerity Partners
New York
$257K
MOS
178
MGO One Seven
Ohio
$253K
Kovitz Investment Group Partners
179
Kovitz Investment Group Partners
Illinois
$250K
SMC
180
Smith, Moore & Co
Missouri
$244K
AQR Capital Management
181
AQR Capital Management
Connecticut
$244K
ATPW
182
Ashton Thomas Private Wealth
Arizona
$242K
CWP
183
Cyndeo Wealth Partners
Florida
$239K
LFAS
184
Level Four Advisory Services
Texas
$236K
PPWM
185
Perissos Private Wealth Management
Oklahoma
$232K
MCP
186
Mirador Capital Partners
California
$224K
FWP
187
Forefront Wealth Partners
Texas
$220K
PTC
188
Private Trust Company
Ohio
$218K
MCM
189
Morton Capital Management
California
$211K
GG
190
GenWealth Group
New Jersey
$208K
Empower Advisory Group
191
Empower Advisory Group
Colorado
$207K
ATC
192
Argent Trust Co
Tennessee
$205K
ESBC
193
E.S. Barr & Co
Kentucky
$205K
WWM
194
Western Wealth Management
Colorado
$203K
FHA
195
Flagship Harbor Advisors
Massachusetts
$202K
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$194K
TCOT
197
Trust Company of Toledo
Ohio
$158K
AF
198
Allworth Financial
California
$154K
AAP
199
Arax Advisory Partners
Colorado
$152K
MCM
200
Manchester Capital Management
Vermont
$150K