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First Trust NASDAQ-100 Equal Weighted Index Fund

241 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
241
Holders Change
+20
Holders Change %
+9.05%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
74
Reduced
77
Closed
14
Calls
$74K
Puts
Net Calls
+$74K
Net Calls Change
-$252K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
201
Clearstead Advisors
Ohio
$136K +$125 +1 +0.1%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$122K +$125 +1 +0.1%
AF
203
Allworth Financial
California
$121K +$37.1K +282 +44%
AssetMark Inc
204
AssetMark Inc
California
$116K +$54.5K +436 +89%
BBPWM
205
Blue Bell Private Wealth Management
Pennsylvania
$109K
S
206
SignatureFD
Georgia
$102K +$28.3K +226 +39%
BlackRock
207
BlackRock
New York
$100K
WA
208
Whipplewood Advisors
Colorado
$83.1K +$83.1K +665 New
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$72.3K +$72.3K +571 New
IA
210
IFP Advisors
Florida
$70.2K -$35K -280 -33%
WTC
211
WhitTier Trust Company
Nevada
$68.7K
AWM
212
Avior Wealth Management
Nebraska
$68.7K +$68.7K +550 New
SIM
213
Synergy Investment Management
Florida
$56.2K +$56.2K +450 New
LFG
214
Larson Financial Group
Missouri
$51K
TWC
215
TD Waterhouse Canada
Ontario, Canada
$50.5K -$7.49K -60 -13%
Barclays
216
Barclays
United Kingdom
$50K +$50K +400 New
CAS
217
Coppell Advisory Solutions
Texas
$40.8K
OP
218
ORG Partners
Indiana
$35.7K
WSFS
219
Wilmington Savings Fund Society
Delaware
$31.2K +$31.2K +250 New
MAS
220
MPWM Advisory Solutions
Georgia
$24.6K +$24.6K +197 New
HWM
221
Hemington Wealth Management
Virginia
$24K
PP
222
PFS Partners
New Jersey
$20K
NFSG
223
Newbridge Financial Services Group
Florida
$13.5K +$13.5K +108 New
LI
224
LRI Investments
Florida
$13.2K
MSFP
225
Mark Sheptoff Financial Planning
Connecticut
$13.1K