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First Trust NASDAQ-100 Equal Weighted Index Fund

155 hedge funds and large institutions have $683M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 30 closing their positions.

Holders
155
Holders Change
-18
Holders Change %
-10.4%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
45
Reduced
58
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$151M 1,412,129 +50,746 +4%
Wells Fargo
2
Wells Fargo
California
$78.7M 733,387 +2,338 +0.3%
RJA
3
Raymond James & Associates
Florida
$71.7M 667,905 -11,192 -2%
UBS Group
4
UBS Group
Switzerland
$45.4M 423,170 -34,913 -8%
LPL Financial
5
LPL Financial
California
$25.3M 236,083 -3,080 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$23.9M 222,721 -2,379 -1%
Bank of America
7
Bank of America
North Carolina
$21.1M 196,217 -57,118 -23%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$19.8M 184,543 -11,836 -6%
Stifel Financial
9
Stifel Financial
Missouri
$18.3M 170,111 +14,390 +9%
GLA
10
Good Life Advisors
Pennsylvania
$16.6M 154,698 -69,587 -31%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$16.5M 153,776 +70,641 +85%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$15M 140,009 -5,200 -4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$11.7M 109,121 -60,839 -36%
MF
14
Manchester Financial
California
$9.94M 92,693 -133 -0.1%
NEPWA
15
New England Private Wealth Advisors
Massachusetts
$9.07M 84,582 +109 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.6M 86,952 -22,526 -21%
Truist Financial
17
Truist Financial
North Carolina
$8.22M 76,639 +12,854 +20%
FFG
18
Frisch Financial Group
New York
$7.52M 70,099 +20,007 +40%
MIAN
19
Mariner Independent Advisor Network
Kansas
$7.06M 65,766 -1,255 -2%
SBH
20
Segall Bryant & Hamill
Illinois
$7M 65,268 +65,268 New
Goldman Sachs
21
Goldman Sachs
New York
$5.17M 48,146 +16,744 +53%
NAM
22
NTV Asset Management
West Virginia
$4.72M 44,011 +845 +2%
SWM
23
Shakespeare Wealth Management
Wisconsin
$4.48M 41,012 +3,302 +9%
KAS
24
Kestra Advisory Services
Texas
$4.4M 41,017 -1,779 -4%
WI
25
Wintrust Investments
Illinois
$3.88M 36,121 +136 +0.4%