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First Trust NASDAQ-100 Equal Weighted Index Fund

169 hedge funds and large institutions have $886M invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
24
Increased
56
Reduced
52
Closed
17
Calls
$403K
Puts
Net Calls
+$403K
Net Calls Change
-$59K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$164M 1,632,951 -65,240 -4%
Wells Fargo
2
Wells Fargo
California
$103M 1,018,939 +66,139 +7%
RJA
3
Raymond James & Associates
Florida
$71.4M 709,074 +8,695 +1%
TIM
4
Total Investment Management
Arizona
$56.3M 559,312 +555,589 +14,923%
M1FG
5
Mach-1 Financial Group
Arkansas
$35.2M 350 +350 New
Bank of America
6
Bank of America
North Carolina
$34.9M 346,744 +23,457 +7%
LPL Financial
7
LPL Financial
California
$34.5M 342,596 +54,495 +19%
UBS Group
8
UBS Group
Switzerland
$30.1M 298,845 -98,319 -25%
Osaic Holdings
9
Osaic Holdings
Arizona
$24.7M 246,601 +125,031 +103%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$23.8M 236,900 +193,468 +445%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$19M 188,805 +46,496 +33%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$18M 179,075 +33,212 +23%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$14.1M 140,414 -6,855 -5%
Stifel Financial
14
Stifel Financial
Missouri
$14.1M 139,878 -5,462 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13.5M 133,963 +9,893 +8%
KPWS
16
Kestra Private Wealth Services
Texas
$12.6M 125,306 +24,918 +25%
BIM
17
Bullseye Investment Management
Ohio
$10.8M 107,234 +107,234 New
Truist Financial
18
Truist Financial
North Carolina
$10.3M 101,923 +11,700 +13%
GLA
19
Good Life Advisors
Pennsylvania
$9.29M 92,262 +67,329 +270%
AWM
20
AE Wealth Management
Kansas
$9.02M 89,573 +78,633 +719%
AC
21
AIFG Consultants
New York
$8.32M 82,627 +82,627 New
NEPWA
22
New England Private Wealth Advisors
Massachusetts
$7.95M 79,003 +117 +0.1%
FFG
23
Frisch Financial Group
New York
$7.27M 72,273 +5,912 +9%
KAS
24
Kestra Advisory Services
Texas
$7.18M 71,288 +8,523 +14%
DWM
25
Darwin Wealth Management
Florida
$7.07M 70,912 +37,398 +112%