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First Trust NASDAQ-100 Equal Weighted Index Fund

152 hedge funds and large institutions have $571M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 20 closing their positions.

Holders
152
Holders Change
-3
Holders Change %
-1.94%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
58
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$130M 1,493,233 +81,104 +6%
Wells Fargo
2
Wells Fargo
California
$69.2M 792,850 +59,463 +8%
RJA
3
Raymond James & Associates
Florida
$59.3M 679,297 +11,392 +2%
UBS Group
4
UBS Group
Switzerland
$35.2M 403,506 -19,664 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.7M 259,672 +36,951 +17%
LPL Financial
6
LPL Financial
California
$20M 229,192 -6,891 -3%
Bank of America
7
Bank of America
North Carolina
$17.3M 198,410 +2,193 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$16.7M 190,699 +6,156 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$15.4M 176,676 +22,900 +15%
Stifel Financial
10
Stifel Financial
Missouri
$13.3M 152,167 -17,944 -11%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$11.3M 128,929 -11,080 -8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$11.1M 126,636 +17,515 +16%
FFG
13
Frisch Financial Group
New York
$10.2M 117,129 +47,030 +67%
Osaic Holdings
14
Osaic Holdings
Arizona
$10M 114,733 +27,781 +32%
NEPWA
15
New England Private Wealth Advisors
Massachusetts
$9.07M 84,566 -16 -0%
MF
16
Manchester Financial
California
$7.83M 89,706 -2,987 -3%
Truist Financial
17
Truist Financial
North Carolina
$7.15M 81,869 +5,230 +7%
SBH
18
Segall Bryant & Hamill
Illinois
$5.66M 64,856 -412 -0.6%
NAM
19
NTV Asset Management
West Virginia
$3.85M 44,086 +75 +0.2%
KAS
20
Kestra Advisory Services
Texas
$3.74M 42,806 +1,789 +4%
SWM
21
Shakespeare Wealth Management
Wisconsin
$3.73M 42,156 +1,144 +3%
MIAN
22
Mariner Independent Advisor Network
Kansas
$3.55M 40,686 -25,080 -38%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.54M 40,481 +9,893 +32%
CI
24
CX Institutional
Indiana
$3.3M 37,795 +37,795 New
WI
25
Wintrust Investments
Illinois
$3.07M 35,183 -938 -3%