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First Trust NASDAQ-100 Equal Weighted Index Fund

158 hedge funds and large institutions have $749M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
60
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$138M 1,244,673 -25,946 -2%
Wells Fargo
2
Wells Fargo
California
$79.4M 713,619 +9,523 +1%
RJA
3
Raymond James & Associates
Florida
$74.4M 669,109 +8,962 +1%
UBS Group
4
UBS Group
Switzerland
$63.8M 573,522 +11,422 +2%
Bank of America
5
Bank of America
North Carolina
$26.6M 238,732 +7,075 +3%
GLA
6
Good Life Advisors
Pennsylvania
$25.3M 227,660 +227,660 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$24.8M 223,145 +9,530 +4%
LPL Financial
8
LPL Financial
California
$23.2M 208,801 +10,294 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$21.1M 189,622 +53,560 +39%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17.5M 157,001 +2,917 +2%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$17.3M 155,521 -1,286 -0.8%
Stifel Financial
12
Stifel Financial
Missouri
$17.3M 155,069 +620 +0.4%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.5M 103,039 +26,816 +35%
MF
14
Manchester Financial
California
$10.6M 95,461 -2,814 -3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$9.68M 87,020 +51,114 +142%
NEPWA
16
New England Private Wealth Advisors
Massachusetts
$9.39M 84,430 -82 -0.1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.94M 80,322 +3,254 +4%
AFS
18
Aft Forsyth & Sober
Florida
$8.73M 78,475
AWM
19
Affinity Wealth Management
Delaware
$8.39M 76,623 -2,121 -3%
SBH
20
Segall Bryant & Hamill
Illinois
$7.3M 65,665 +266 +0.4%
Truist Financial
21
Truist Financial
North Carolina
$6.77M 60,837 -165 -0.3%
KAS
22
Kestra Advisory Services
Texas
$6.55M 58,837 -5,768 -9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6M 53,942 +3,681 +7%
MIAN
24
Mariner Independent Advisor Network
Kansas
$5.74M 51,629 +937 +2%
FFG
25
Frisch Financial Group
New York
$5.61M 50,407 +900 +2%