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First Trust NASDAQ-100 Equal Weighted Index Fund

196 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
196
Holders Change
+27
Holders Change %
+15.98%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
37
Increased
82
Reduced
36
Closed
10
Calls
$2.38M
Puts
$257K
Net Calls
+$2.13M
Net Calls Change
+$1.72M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$191M 1,788,144 +155,193 +10%
Wells Fargo
2
Wells Fargo
California
$139M 1,297,020 +278,081 +27%
RJA
3
Raymond James & Associates
Florida
$77.5M 724,827 +15,753 +2%
UBS Group
4
UBS Group
Switzerland
$63.9M 598,107 +299,262 +100%
Osaic Holdings
5
Osaic Holdings
Arizona
$61.4M 573,794 +327,193 +133%
TIM
6
Total Investment Management
Arizona
$60.9M 569,391 +10,079 +2%
LPL Financial
7
LPL Financial
California
$46M 430,044 +87,448 +26%
AI
8
AdvisorShares Investments
Maryland
$44.9M 419,581 +419,581 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$38.8M 362,684 +181,463 +100%
Bank of America
10
Bank of America
North Carolina
$35.4M 331,269 -15,475 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$31.7M 296,091 +162,128 +121%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$31.1M 290,868 +150,454 +107%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$29M 271,049 +82,244 +44%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.2M 179,868 +793 +0.4%
AWM
15
Affinity Wealth Management
Delaware
$16M 149,791 +149,791 New
Stifel Financial
16
Stifel Financial
Missouri
$15.9M 148,742 +8,864 +6%
KPWS
17
Kestra Private Wealth Services
Texas
$14.2M 133,122 +7,816 +6%
GLA
18
Good Life Advisors
Pennsylvania
$14M 131,262 +39,000 +42%
AWM
19
AE Wealth Management
Kansas
$13.6M 127,301 +37,728 +42%
Truist Financial
20
Truist Financial
North Carolina
$12.6M 117,808 +15,885 +16%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$10.8M 101,036 -135,864 -57%
BFA
22
BMS Financial Advisors
South Dakota
$10.4M 96,976 +96,976 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$9.82M 91,856 +56,674 +161%
SHFP
24
Second Half Financial Partners
Florida
$9.22M 86,230 +86,230 New
AC
25
AIFG Consultants
New York
$9.15M 85,587 +2,960 +4%