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First Trust NASDAQ-100 Equal Weighted Index Fund

164 hedge funds and large institutions have $642M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
164
Holders Change
+12
Holders Change %
+7.89%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
57
Reduced
49
Closed
14
Calls
$462K
Puts
Net Calls
+$462K
Net Calls Change
+$44K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$151M 1,698,191 +143,892 +9%
Wells Fargo
2
Wells Fargo
California
$84.6M 952,800 +173,523 +22%
RJA
3
Raymond James & Associates
Florida
$62.2M 700,379 +4,910 +0.7%
UBS Group
4
UBS Group
Switzerland
$35.3M 397,164 +19,049 +5%
Bank of America
5
Bank of America
North Carolina
$28.7M 323,287 +18,390 +6%
LPL Financial
6
LPL Financial
California
$25.6M 288,101 +36,154 +14%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$17.4M 196,206 +13,112 +7%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$13.1M 147,269 +18,058 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13M 145,863 -26,146 -15%
Stifel Financial
10
Stifel Financial
Missouri
$12.9M 145,340 -2,578 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12.6M 142,309 +24,418 +21%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11M 124,070 -77,169 -38%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.8M 121,570 -1,504 -1%
KPWS
14
Kestra Private Wealth Services
Texas
$8.91M 100,388 +83,205 +484%
Truist Financial
15
Truist Financial
North Carolina
$8.01M 90,223 -3,279 -4%
NEPWA
16
New England Private Wealth Advisors
Massachusetts
$7M 78,886 -1,120 -1%
DIP
17
Davis Investment Partners
North Carolina
$6.16M 62,247 +62,247 New
FFG
18
Frisch Financial Group
New York
$5.89M 66,361 -53,991 -45%
SBH
19
Segall Bryant & Hamill
Illinois
$5.79M 65,263 +938 +1%
KAS
20
Kestra Advisory Services
Texas
$5.57M 62,765 +1,995 +3%
NAM
21
NTV Asset Management
West Virginia
$3.88M 43,736 -150 -0.3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.86M 43,432 -662 -2%
SWM
23
Shakespeare Wealth Management
Wisconsin
$3.7M 41,715 +724 +2%
Goldman Sachs
24
Goldman Sachs
New York
$3.48M 39,233 -48,678 -55%
BWA
25
BDO Wealth Advisors
Florida
$3.47M 39,073 +39,073 New