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First Trust NASDAQ-100 Equal Weighted Index Fund

116 hedge funds and large institutions have $560M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+21
Holders Change %
+22.11%
% of All Funds
2.29%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
32
Increased
41
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$75.7M 1,025,251 +188,913 +23%
Morgan Stanley
2
Morgan Stanley
New York
$67.7M 916,758 +243,887 +36%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$64.3M 871,441 +716,357 +462%
RJA
4
Raymond James & Associates
Florida
$52.9M 716,254 +51,988 +8%
UBS Group
5
UBS Group
Switzerland
$32.6M 441,087 +32,749 +8%
Bank of America
6
Bank of America
North Carolina
$30.2M 409,377 +214,708 +110%
Truist Financial
7
Truist Financial
North Carolina
$23.6M 319,301 +319,301 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$20.3M 275,342 +14,624 +6%
Stifel Financial
9
Stifel Financial
Missouri
$15.2M 205,861 +1,421 +0.7%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$14.5M 196,388 -4,878 -2%
LPL Financial
11
LPL Financial
California
$14.4M 195,641 +55,811 +40%
AI
12
AdvisorShares Investments
Maryland
$13.7M 185,284 +185,284 New
DWA
13
Dorsey Wright & Associates
California
$13.7M 185,284 +185,284 New
LA
14
LexAurum Advisors
Kansas
$7.19M 97,429 +13,241 +16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.66M 90,209 +68,403 +314%
SPC
16
Sigma Planning Corp
Michigan
$6.46M 87,490 +60,064 +219%
NEPWA
17
New England Private Wealth Advisors
Massachusetts
$6.41M 86,842 +102 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.07M 82,281 +987 +1%
SL
19
Savior LLC
Massachusetts
$5.23M 70,826 +70,826 New
SBH
20
Segall Bryant & Hamill
Illinois
$4.98M 67,325 -1,365 -2%
US Bancorp
21
US Bancorp
Minnesota
$4.71M 63,871 +59,844 +1,486%
IAA
22
Independent Advisor Alliance
North Carolina
$4.68M 63,460 +63,460 New
NAM
23
NTV Asset Management
West Virginia
$3.38M 45,850
SWM
24
Shakespeare Wealth Management
Wisconsin
$3.31M 44,857 -317 -0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.29M 44,510 +9,550 +27%