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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 %
Barclays
201
Barclays
United Kingdom
$63K -$194K -1,643 -76%
LFG
202
Larson Financial Group
Missouri
$58.2K +$117 +1 +0.2%
KFI
203
Key Financial Inc
Pennsylvania
$49.2K +$49.2K +419 New
IGWM
204
ICA Group Wealth Management
Colorado
$47K +$47K +400 New
SIS
205
Sound Income Strategies
Florida
$45K +$45K +383 New
CAS
206
Coppell Advisory Solutions
Texas
$38.2K +$34.5K +294 +948%
OP
207
ORG Partners
Indiana
$33.6K +$117 +1 +0.4%
FCA
208
FinTrust Capital Advisors
South Carolina
$21K
PMFA
209
Plante Moran Financial Advisors
Michigan
$21K +$21K +179 New
TVAMP
210
Tennessee Valley Asset Management Partners
Tennessee
$19.2K +$19.2K +164 New
PP
211
PFS Partners
New Jersey
$18.8K
S
212
SignatureFD
Georgia
$18.7K
AssetMark Inc
213
AssetMark Inc
California
$18.1K -$7.16K -61 -28%
CFGS
214
Concourse Financial Group Securities
Alabama
$17.6K +$17.6K +150 New
AA
215
Ancora Advisors
Ohio
$16.4K +$16.4K +140 New
HNB
216
Huntington National Bank
Ohio
$16.3K -$520
GIA
217
GHP Investment Advisors
Colorado
$16.3K +$16.3K +139 New
FGAM
218
Financial Gravity Asset Management
Texas
$16K +$16K +136 New
RDIA
219
RE Dickinson Investment Advisors
Iowa
$12K
CJ
220
Caitlin John
Michigan
$10.6K +$10.6K +90 New
TCG
221
Transcendent Capital Group
Oklahoma
$9.87K +$9.87K +84 New
CWP
222
Concord Wealth Partners
Virginia
$8.93K +$8.93K +76 New
B
223
Birchbrook
Maine
$8.34K +$8.34K +71 New
DPW
224
DiNuzzo Private Wealth
Pennsylvania
$6.81K +$6.81K +58 New
GEA
225
Glen Eagle Advisors
New Jersey
$6.7K