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First Trust NASDAQ-100 Equal Weighted Index Fund

230 hedge funds and large institutions have $1.34B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+4
Holders Change %
+1.77%
% of All Funds
3.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
62
Reduced
91
Closed
20
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$231M -$17.2M -139,882 -7%
Wells Fargo
2
Wells Fargo
California
$170M -$4.89M -39,673 -3%
LPL Financial
3
LPL Financial
California
$107M -$2.47M -20,060 -2%
RJA
4
Raymond James & Associates
Florida
$96.5M +$8.81M +71,497 +10%
Bank of America
5
Bank of America
North Carolina
$41.6M -$1.39M -11,293 -3%
UBS Group
6
UBS Group
Switzerland
$35.8M -$929K -7,539 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$35.1M -$4.07M -32,991 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$29.2M -$2.91M -23,626 -9%
APWA
9
Atlas Private Wealth Advisors
New Jersey
$28.7M +$15M +121,483 +109%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$26.8M -$711K -5,766 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$25.2M -$3.63M -29,429 -13%
GWA
12
Gratus Wealth Advisors
Virginia
$23.3M -$288K -2,340 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$17.5M -$4.63M -37,587 -21%
Truist Financial
14
Truist Financial
North Carolina
$17.3M -$1.57M -12,705 -8%
CA
15
Crumly & Associates
Illinois
$16.5M +$483K +3,921 +3%
Stifel Financial
16
Stifel Financial
Missouri
$16M -$2.05M -16,659 -11%
GLA
17
Good Life Advisors
Pennsylvania
$14.9M -$1.66M -13,476 -10%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$14.5M -$2.94M -23,835 -17%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$12.7M +$3.95M +32,038 +45%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$12.6M -$7.49M -60,750 -37%
GWAG
21
Garrett Wealth Advisory Group
Texas
$12.3M +$45.9K +372 +0.4%
AC
22
AIFG Consultants
New York
$12.1M -$1.34M -10,842 -10%
GS
23
GTS Securities
New York
$11.1M +$9.83M +79,717 +773%
KAS
24
Kestra Advisory Services
Texas
$10.8M +$29.5K +240 +0.3%
KV
25
Kickstand Ventures
New York
$10.5M -$1.15M -9,330 -10%