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First Trust NASDAQ-100 Equal Weighted Index Fund

77 hedge funds and large institutions have $290M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
21
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$50.5M 793,335 +22,839 +3%
RJA
2
Raymond James & Associates
Florida
$41.1M 646,153 +103,765 +19%
Morgan Stanley
3
Morgan Stanley
New York
$39.8M 626,490 -28,903 -4%
TFA
4
Transamerica Financial Advisors
Florida
$17.2M 270,955 +66,354 +32%
UBS Group
5
UBS Group
Switzerland
$16.9M 265,941 +12,694 +5%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$15.3M 239,864 -2,975 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.2M 176,337 -36,178 -17%
Stifel Financial
8
Stifel Financial
Missouri
$9.89M 155,406 +2,168 +1%
Bank of America
9
Bank of America
North Carolina
$9.67M 152,060 -2,304 -1%
LPL Financial
10
LPL Financial
California
$8.02M 126,164 +13,503 +12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.15M 112,412 -52,519 -32%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.78M 90,896 +725 +0.8%
HGWM
13
Harvest Group Wealth Management
Massachusetts
$5.69M 89,436 -359 -0.4%
NEPWA
14
New England Private Wealth Advisors
Massachusetts
$5.62M 88,491 +707 +0.8%
HFS
15
HL Financial Services
Kentucky
$4M 62,883 -697 -1%
SBH
16
Segall Bryant & Hamill
Illinois
$3.91M 61,397 -390 -0.6%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3.61M 56,759 +56,759 New
NAM
18
NTV Asset Management
West Virginia
$2.73M 42,950 +10,675 +33%
MIAN
19
Mariner Independent Advisor Network
Kansas
$1.94M 30,441 -13,113 -30%
Citadel Advisors
20
Citadel Advisors
Florida
$1.89M 29,760 +29,760 New
SB
21
Suntrust Banks
Georgia
$1.88M 29,519 +4,413 +18%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.87M 29,391 +6,048 +26%
LA
23
LexAurum Advisors
Kansas
$1.82M 28,660 +28,660 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.75M 27,528 -336 -1%
SWM
25
Shakespeare Wealth Management
Wisconsin
$1.53M 24,054 -1,439 -6%