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First Trust NASDAQ-100 Equal Weighted Index Fund

241 hedge funds and large institutions have $1.25B invested in First Trust NASDAQ-100 Equal Weighted Index Fund in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
241
Holders Change
+20
Holders Change %
+9.05%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
74
Reduced
77
Closed
14
Calls
$74K
Puts
Net Calls
+$74K
Net Calls Change
-$252K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$199M 1,596,319 -172,441 -10%
Wells Fargo
2
Wells Fargo
California
$140M 1,121,344 -6,847 -0.6%
Raymond James Financial
3
Raymond James Financial
Florida
$119M 953,588 +953,588 New
LPL Financial
4
LPL Financial
California
$107M 856,301 +92,847 +12%
Bank of America
5
Bank of America
North Carolina
$40.3M 322,629 -11,154 -3%
UBS Group
6
UBS Group
Switzerland
$37.2M 297,311 -22,097 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$35.6M 285,192 +53,231 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$25.1M 201,027 -3,978 -2%
GWA
9
Gratus Wealth Advisors
Virginia
$24.2M 193,504 +1,270 +0.7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$24.1M 193,207 +31,219 +19%
APWA
11
Atlas Private Wealth Advisors
New Jersey
$23.5M 187,981 -4,590 -2%
Stifel Financial
12
Stifel Financial
Missouri
$17.7M 141,390 +7,518 +6%
IAA
13
Independent Advisor Alliance
North Carolina
$17.1M 136,909 +136,909 New
GLA
14
Good Life Advisors
Pennsylvania
$15.7M 125,543 -119,705 -49%
JWM
15
JP Wealth Management
South Carolina
$15.1M 120,542 +120,542 New
Osaic Holdings
16
Osaic Holdings
Arizona
$14.9M 119,134 +1,907 +2%
Truist Financial
17
Truist Financial
North Carolina
$14M 112,010 -17,357 -13%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.8M 102,425 +5,976 +6%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$12.6M 101,122 +1,670 +2%
SB
20
Strategic Blueprint
Georgia
$11.4M 90,944 +2,793 +3%
VWS
21
Virtus Wealth Solutions
New Jersey
$11.2M 89,812 +89,812 New
Corient Private Wealth
22
Corient Private Wealth
Florida
$11M 87,733 +2,037 +2%
KAS
23
Kestra Advisory Services
Texas
$10.9M 87,550 +562 +0.6%
GS
24
GTS Securities
New York
$9.04M 72,445 +26,179 +57%
NEPWA
25
New England Private Wealth Advisors
Massachusetts
$8.98M 71,868 -4,558 -6%