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First Trust NASDAQ-100 Equal Weighted Index Fund

60 hedge funds and large institutions have $373M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
25
Reduced
14
Closed
10
Calls
Puts
$447K
Net Calls
-$447K
Net Calls Change
-$674K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$76.2M 1,739,159 +295,076 +20%
Wells Fargo
2
Wells Fargo
California
$43.6M 996,291 +214,153 +27%
RJA
3
Raymond James & Associates
Florida
$41.9M 956,646 +2,106 +0.2%
AFS
4
Aft Forsyth & Sober
Florida
$36.7M 837,810 -50,225 -6%
UBS Group
5
UBS Group
Switzerland
$28M 639,616 +136,173 +27%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$23M 524,876 -11,350 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.2M 323,897 +49,599 +18%
Bank of America
8
Bank of America
North Carolina
$12M 274,508 +52,337 +24%
Stifel Financial
9
Stifel Financial
Missouri
$11.9M 271,047 +59,771 +28%
SMM
10
Stadion Money Management
Georgia
$9.68M 220,940 -233,035 -51%
LPL Financial
11
LPL Financial
California
$9.62M 221,140 +21,018 +11%
Goldman Sachs
12
Goldman Sachs
New York
$7.5M 171,209 +4 +0%
AIG
13
American International Group
New York
$5.69M 129,846 +10,775 +9%
NEPWA
14
New England Private Wealth Advisors
Massachusetts
$5.63M 128,889 +91,656 +246%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.12M 116,903 +29,309 +33%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.49M 102,427 -3,903 -4%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$4.2M 95,789 +3,270 +4%
DC
18
Davenport & Co
Virginia
$3.67M 83,830 -3,755 -4%
HFS
19
HL Financial Services
Kentucky
$3.3M 75,319 -4,636 -6%
AIM
20
Advantage Investment Management
Iowa
$2.61M 59,588 +59,588 New
SBH
21
Segall Bryant & Hamill
Illinois
$2.11M 48,056 +1,506 +3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.09M 47,725 +5,242 +12%
FHC
23
First Heartland Consultants
Missouri
$1.94M 44,234 +4,413 +11%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.36M 31,105 -17,911 -37%
SI
25
Stephens Inc
Arkansas
$1.31M 29,923 +437 +1%