QQEW icon

First Trust NASDAQ-100 Equal Weighted Index Fund

73 hedge funds and large institutions have $272M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
29
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$46.7M +$1.73M +28,489 +4%
Morgan Stanley
2
Morgan Stanley
New York
$39.7M +$467K +7,713 +1%
RJA
3
Raymond James & Associates
Florida
$32.8M +$1.78M +29,388 +6%
UBS Group
4
UBS Group
Switzerland
$15.3M -$422K -6,977 -3%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$14.7M -$459K -7,574 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.9M +$472K +7,803 +4%
TFA
7
Transamerica Financial Advisors
Florida
$12.4M +$6.57M +108,531 +113%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.99M +$169K +2,784 +2%
Bank of America
9
Bank of America
North Carolina
$9.35M +$31.8K +525 +0.3%
Stifel Financial
10
Stifel Financial
Missouri
$9.28M +$56.3K +929 +0.6%
LPL Financial
11
LPL Financial
California
$6.82M +$383K +6,320 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.46M +$666K +10,992 +14%
HGWM
13
Harvest Group Wealth Management
Massachusetts
$5.44M -$55.6K -918 -1%
NEPWA
14
New England Private Wealth Advisors
Massachusetts
$5.32M -$154K -2,541 -3%
AG
15
Advisor Group
Arizona
$4.08M +$2.88M +47,596 +240%
HFS
16
HL Financial Services
Kentucky
$3.85M +$23.4K +386 +0.6%
SBH
17
Segall Bryant & Hamill
Illinois
$3.74M +$33.5K +554 +0.9%
MIAN
18
Mariner Independent Advisor Network
Kansas
$2.64M +$1.22M +20,196 +86%
Deutsche Bank
19
Deutsche Bank
Germany
$2.32M +$881K +14,550 +61%
DADC
20
D.A. Davidson & Co
Montana
$2.31M +$903K +14,913 +64%
NAM
21
NTV Asset Management
West Virginia
$1.95M +$227K +3,750 +13%
Jane Street
22
Jane Street
New York
$1.76M -$3.14M -51,896 -64%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.69M +$491K +8,109 +41%
CWM
24
Cornerstone Wealth Management
Missouri
$1.63M +$1.63M +99,095 New
SWM
25
Shakespeare Wealth Management
Wisconsin
$1.54M -$13.3K -220 -0.9%