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First Trust NASDAQ-100 Equal Weighted Index Fund

144 hedge funds and large institutions have $746M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
46
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$148M 1,435,503 -144,363 -9%
Wells Fargo
2
Wells Fargo
California
$72.3M 699,696 -27,064 -4%
RJA
3
Raymond James & Associates
Florida
$70.1M 679,160 +7,326 +1%
UBS Group
4
UBS Group
Switzerland
$55.6M 538,784 +72,224 +15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$43.7M 423,274 +213,322 +102%
AWM
6
Affinity Wealth Management
Delaware
$26.9M 252,244 +1,999 +0.8%
LFAS
7
Level Four Advisory Services
Texas
$23.9M 231,501 -2,067 -0.9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$21.2M 204,899 +93,273 +84%
LPL Financial
9
LPL Financial
California
$19.9M 192,833 +12,560 +7%
Bank of America
10
Bank of America
North Carolina
$17.5M 169,577 -208,623 -55%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.2M 166,077 +26,936 +19%
Stifel Financial
12
Stifel Financial
Missouri
$16.4M 158,328 +11,856 +8%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$15.9M 153,568 -6,077 -4%
MF
14
Manchester Financial
California
$12.1M 116,850 +36,680 +46%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11.7M 113,610 +10,862 +11%
Truist Financial
16
Truist Financial
North Carolina
$10.2M 99,195 -5,954 -6%
Osaic Holdings
17
Osaic Holdings
Arizona
$9.26M 89,403 +28,198 +46%
NEPWA
18
New England Private Wealth Advisors
Massachusetts
$8.77M 84,954 -361 -0.4%
AFS
19
Aft Forsyth & Sober
Florida
$7.77M 75,275 +73,100 +3,361%
WI
20
Wintrust Investments
Illinois
$7.72M 74,767 +74,767 New
IAIM
21
International Assets Investment Management
Florida
$7.18M 57,657 +28,052 +95%
KAS
22
Kestra Advisory Services
Texas
$7.09M 68,689 -3,112 -4%
SBH
23
Segall Bryant & Hamill
Illinois
$6.92M 67,049 -597 -0.9%
PAG
24
Private Advisory Group
Washington
$5.77M 55,864 +49,383 +762%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$5.37M 51,966 +23,301 +81%