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First Trust NASDAQ-100 Equal Weighted Index Fund

124 hedge funds and large institutions have $527M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 51 reducing their positions, and 12 closing their positions.

Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
16
Increased
38
Reduced
51
Closed
12
Calls
Puts
$734K
Net Calls
-$734K
Net Calls Change
-$734K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$76M 879,515 -87,708 -9%
Wells Fargo
2
Wells Fargo
California
$67.9M 786,608 -51,238 -6%
RJA
3
Raymond James & Associates
Florida
$58.5M 677,233 +20,663 +3%
UBS Group
4
UBS Group
Switzerland
$38.7M 448,584 +58,687 +15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$25.4M 293,698 +15,094 +5%
AWM
6
Affinity Wealth Management
Delaware
$20.4M 233,650 +233,650 New
LFAS
7
Level Four Advisory Services
Texas
$20.1M 233,104 +12,528 +6%
LPL Financial
8
LPL Financial
California
$16.9M 195,109 -119,564 -38%
Bank of America
9
Bank of America
North Carolina
$15.5M 179,250 +82,437 +85%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.7M 169,890 +2,021 +1%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$14.3M 165,611 -622 -0.4%
Stifel Financial
12
Stifel Financial
Missouri
$13.4M 154,632 -28,484 -16%
Truist Financial
13
Truist Financial
North Carolina
$9.6M 111,128 -279 -0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.31M 107,779 -59,968 -36%
NEPWA
15
New England Private Wealth Advisors
Massachusetts
$7.31M 84,584 -614 -0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.23M 83,702 +1,859 +2%
KAS
17
Kestra Advisory Services
Texas
$6.99M 80,696 +80,696 New
MF
18
Manchester Financial
California
$6.84M 79,228 +79,228 New
SBH
19
Segall Bryant & Hamill
Illinois
$5.95M 68,886 +1,266 +2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$5.32M 61,563 -1,499 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.84M 56,914 +2,117 +4%
SWM
22
Shakespeare Wealth Management
Wisconsin
$3.99M 46,179 -1,623 -3%
SPC
23
Sigma Planning Corp
Michigan
$3.9M 45,178 +638 +1%
NAM
24
NTV Asset Management
West Virginia
$3.74M 43,270 +1,170 +3%
WI
25
Wintrust Investments
Illinois
$3.58M 41,452 -1,695 -4%