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First Trust NASDAQ-100 Equal Weighted Index Fund

79 hedge funds and large institutions have $227M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
28
Reduced
26
Closed
10
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$41.1M 753,224 -40,111 -5%
RJA
2
Raymond James & Associates
Florida
$29.7M 544,475 -101,678 -16%
Morgan Stanley
3
Morgan Stanley
New York
$28.9M 529,056 -97,434 -16%
UBS Group
4
UBS Group
Switzerland
$15.7M 286,695 +20,754 +8%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$12.5M 228,718 -11,146 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.1M 185,084 +8,747 +5%
Stifel Financial
7
Stifel Financial
Missouri
$8.28M 151,652 -3,754 -2%
LPL Financial
8
LPL Financial
California
$6.39M 116,999 -9,165 -7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.15M 94,283 -18,129 -16%
HGWM
10
Harvest Group Wealth Management
Massachusetts
$4.74M 86,804 -2,632 -3%
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$4.7M 86,114 -2,377 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.34M 79,416 -11,480 -13%
Bank of America
13
Bank of America
North Carolina
$4.26M 78,067 -73,993 -49%
SBH
14
Segall Bryant & Hamill
Illinois
$3.68M 67,359 +5,962 +10%
BCM
15
Barometer Capital Management
Ontario, Canada
$3.44M 63,000 +63,000 New
HFS
16
HL Financial Services
Kentucky
$3.38M 61,884 -999 -2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3.15M 57,673 +914 +2%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.67M 48,907 +42,172 +626%
Citadel Advisors
19
Citadel Advisors
Florida
$2.58M 47,274 +17,514 +59%
SWM
20
Shakespeare Wealth Management
Wisconsin
$2.55M 46,703 +22,649 +94%
NAM
21
NTV Asset Management
West Virginia
$2.4M 43,950 +1,000 +2%
MIAN
22
Mariner Independent Advisor Network
Kansas
$2.1M 37,995 +7,554 +25%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.69M 30,978 +1,587 +5%
LA
24
LexAurum Advisors
Kansas
$1.66M 30,327 +1,667 +6%
SB
25
Suntrust Banks
Georgia
$1.63M 29,874 +355 +1%