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First Trust NASDAQ-100 Equal Weighted Index Fund

42 hedge funds and large institutions have $252M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
42
Holders Change
-11
Holders Change %
-20.75%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
18
Reduced
17
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.2M 1,209,693 -104,953 -8%
AFS
2
Aft Forsyth & Sober
Florida
$38.9M 998,590 +607,130 +155%
RJA
3
Raymond James & Associates
Florida
$29.8M 763,546 +19,705 +3%
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$20.3M 520,303 +4,667 +0.9%
Wells Fargo
5
Wells Fargo
California
$19.3M 495,192 -97,212 -16%
U
6
UBS
Switzerland
$17.9M 459,527 -7,012 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.9M 304,992 -235,868 -44%
SMM
8
Stadion Money Management
Georgia
$11.8M 302,855 +11,229 +4%
Stifel Financial
9
Stifel Financial
Missouri
$8.12M 208,242 -305 -0.1%
Bank of America
10
Bank of America
North Carolina
$7.59M 194,552 -44,895 -19%
Goldman Sachs
11
Goldman Sachs
New York
$5.74M 147,104 +33,249 +29%
LPL Financial
12
LPL Financial
California
$5.46M 140,131 +47,259 +51%
AIG
13
American International Group
New York
$5.33M 136,597 +3,410 +3%
HFS
14
HL Financial Services
Kentucky
$3.18M 81,578 -464 -0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.02M 77,505 +544 +0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.6M 66,687 +1,068 +2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.34M 60,121 +3,405 +6%
SBH
18
Segall Bryant & Hamill
Illinois
$1.79M 45,950 -13,200 -22%
BCM
19
Barometer Capital Management
Ontario, Canada
$1.38M 35,400 -900 -2%
FHC
20
First Heartland Consultants
Missouri
$1.12M 28,774 +3,993 +16%
NAM
21
NTV Asset Management
West Virginia
$1M 25,720 +45 +0.2%
Ameriprise
22
Ameriprise
Minnesota
$957K 24,555 -10,459 -30%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$904K 23,180 +1,290 +6%
WRM
24
Westport Resources Management
Connecticut
$636K 16,300
MFS
25
MSI Financial Services
Massachusetts
$526K 13,482 +13,307 +7,604%