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First Trust NASDAQ-100 Equal Weighted Index Fund

121 hedge funds and large institutions have $488M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+14
Holders Change %
+13.08%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
45
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.3M +$18M +224,823 +30%
Wells Fargo
2
Wells Fargo
California
$66.9M +$41.4K +518 +0.1%
RJA
3
Raymond James & Associates
Florida
$52.5M +$1.64M +20,532 +3%
UBS Group
4
UBS Group
Switzerland
$31.1M -$870K -10,888 -3%
LPL Financial
5
LPL Financial
California
$25.1M +$3.81M +47,680 +18%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.3M -$2.27M -28,388 -9%
LFAS
7
Level Four Advisory Services
Texas
$17.6M +$17.2M +214,695 +3,651%
Goldman Sachs
8
Goldman Sachs
New York
$15.7M +$13.1M +164,363 +517%
Stifel Financial
9
Stifel Financial
Missouri
$14.6M -$384K -4,807 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$13.4M -$1.27M -15,908 -9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.4M +$1.94M +24,227 +17%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$13.3M -$999K -12,499 -7%
Truist Financial
13
Truist Financial
North Carolina
$8.9M +$1.75M +21,848 +24%
Bank of America
14
Bank of America
North Carolina
$7.73M +$877K +10,980 +13%
NEPWA
15
New England Private Wealth Advisors
Massachusetts
$6.83M +$6.18K +77 +0.1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.54M -$298K -3,730 -4%
SBH
17
Segall Bryant & Hamill
Illinois
$5.41M +$113K +1,415 +2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$5.04M +$1.18M +14,824 +31%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.38M +$921K +11,529 +27%
SWM
20
Shakespeare Wealth Management
Wisconsin
$3.82M +$168K +2,097 +5%
SPC
21
Sigma Planning Corp
Michigan
$3.56M +$204K +2,557 +6%
PFA
22
Plotkin Financial Advisors
Maryland
$3.55M +$263K +3,291 +8%
WI
23
Wintrust Investments
Illinois
$3.45M -$114K -1,422 -3%
NAM
24
NTV Asset Management
West Virginia
$3.36M -$3.99K -50 -0.1%
IAIM
25
International Assets Investment Management
Florida
$3.13M -$263K -2,759 -8%