Institutional Ownership First Tr Nasdaq 100 Equal Weig (QQEW)
This table provides information about the institutional ownership of First Tr Nasdaq 100 Equal Weig (QQEW). We have compiled data on the 259 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
37,354
shares
|
$4.67 Million
0.46% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
35,200
shares
|
$4.4 Million
0.04% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
34,840
shares
|
$4.35 Million
1.18% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,293
shares
|
$4.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
31,311
shares
|
$3.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
29,734
shares
|
$3.71 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
29,703
shares
|
$3.71 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
28,224
shares
|
$3.53 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.17%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
27,050
shares
|
$3.38 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
25,765
shares
|
$3.22 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
22,508
shares
|
$2.81 Million
0.24% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
22,335
shares
|
$2.79 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
21,811
shares
|
$2.73 Million
0.31% of portfolio
|
Q4 2024
Added 20.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,782
shares
|
$2.72 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
21,636
shares
|
$2.7 Million
0.09% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
21,103
shares
|
$2.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 56.98%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
19,991
shares
|
$2.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
19,266
shares
|
$2.41 Million
0.07% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
19,265
shares
|
$2.41 Million
0.13% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
17,372
shares
|
$2.17 Million
0.66% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
17,266
shares
|
$2.16 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
17,101
shares
|
$2.14 Million
0.02% of portfolio
|
Q4 2024
Added 40.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
16,250
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 67.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,134
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2022
Reduced 60.35%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
15,341
shares
|
$1.92 Million
0.89% of portfolio
|
Q4 2024
Added 2.13%
|