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First Trust NASDAQ-100 Equal Weighted Index Fund

229 hedge funds and large institutions have $1.8B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 16 closing their positions.

Holders
229
Holders Change
+32
Holders Change %
+16.24%
% of All Funds
3.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
52
Increased
83
Reduced
65
Closed
16
Calls
$3.41M
Puts
Net Calls
+$3.41M
Net Calls Change
+$1.16M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$513M 4,364,228 +2,438,985 +127%
Wells Fargo
2
Wells Fargo
California
$172M 1,466,469 +268,754 +22%
LPL Financial
3
LPL Financial
California
$106M 898,651 +235,405 +35%
RJA
4
Raymond James & Associates
Florida
$86M 732,106 -19,140 -3%
TIM
5
Total Investment Management
Arizona
$72.4M 616,380 +104 +0%
UBS Group
6
UBS Group
Switzerland
$62.6M 532,792 -95,210 -15%
Bank of America
7
Bank of America
North Carolina
$47.2M 401,491 +8,720 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$41.6M 354,408 -79,905 -18%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$38.6M 329,045 -34,869 -10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$38.6M 329,031 -6,276 -2%
AI
11
AdvisorShares Investments
Maryland
$35.9M 305,615 -73,273 -19%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$29.3M 249,707 +248,878 +30,021%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$27.8M 236,368 +12,001 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$25.9M 220,686 +27,771 +14%
AWM
15
Affinity Wealth Management
Delaware
$23.4M 199,308 +38,207 +24%
Truist Financial
16
Truist Financial
North Carolina
$18.9M 161,081 -1,536 -0.9%
KPWS
17
Kestra Private Wealth Services
Texas
$18.1M 154,374 -1,791 -1%
Stifel Financial
18
Stifel Financial
Missouri
$17.9M 152,254 +2,582 +2%
FFG
19
Frisch Financial Group
New York
$17.6M 150,134 +31,726 +27%
PAG
20
Private Advisor Group
New Jersey
$17M 144,602 +7,940 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$16.7M 142,267 +34,761 +32%
GLA
22
Good Life Advisors
Pennsylvania
$15.5M 132,055 -727 -0.5%
AC
23
AIFG Consultants
New York
$13.7M 116,992 -8,045 -6%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$13.5M 114,808 -4,881 -4%
GWAG
25
Garrett Wealth Advisory Group
Texas
$11.5M 97,813 +78,390 +404%