Purchases and Sales Made in Q2 2024 in First Tr Nasdaq 100 Equal Weig (QQEW)
This table provides information about the institutional ownership of First Tr Nasdaq 100 Equal Weig (QQEW) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ 100 EQUAL WEIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
363+ 6.78% |
$41.8K - $45K
|
5.72K
$770K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
313+ 2.43% |
$36K - $38.8K
|
13.2K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
309+ 0.46% |
$35.6K - $38.3K
|
66.9K
$9.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
286New |
$32.9K - $35.5K
|
286
$38.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
285+ 1.12% |
$32.8K - $35.4K
|
25.8K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
240+ 0.27% |
$27.6K - $29.8K
|
88.1K
$11.9M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
226+ 1.98% |
$26K - $28K
|
11.6K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
225+ 3.33% |
$25.9K - $27.9K
|
6.99K
$942K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
205+ 133.12% |
$23.6K - $25.4K
|
359
$48.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
203+ 7.53% |
$23.4K - $25.2K
|
2.9K
$391K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
199+ 1.03% |
$22.9K - $24.7K
|
19.5K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
175+ 6.05% |
$20.1K - $21.7K
|
3.07K
$413K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
169+ 59.93% |
$19.4K - $21K
|
451
$60.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
165+ 4.88% |
$19K - $20.5K
|
3.55K
$478K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
161+ 3.23% |
$18.5K - $20K
|
5.15K
$694K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 0.47% |
$17.3K - $18.6K
|
32.2K
$4.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
124+ 0.39% |
$14.3K - $15.4K
|
32.2K
$4.35M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
109+ 1.99% |
$12.5K - $13.5K
|
5.58K
$752K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
108New |
$12.4K - $13.4K
|
108
$14.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
106New |
$12.2K - $13.2K
|
106
$14.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
75+ 1.95% |
$8.63K - $9.31K
|
3.92K
$529K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75New |
$8.63K - $9.31K
|
75
$10.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$8.17K - $8.81K
|
71
$9.57K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
68+ 2.06% |
$7.82K - $8.44K
|
3.37K
$455K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
56+ 1.2% |
$6.44K - $6.95K
|
4.73K
$638K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
50+ 1.34% |
$5.75K - $6.2K
|
3.8K
$512K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
50New |
$5.75K - $6.2K
|
50
$6.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
37New |
$4.26K - $4.59K
|
37
$4.99K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37New |
$4.26K - $4.59K
|
37
$4.99K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25New |
$2.88K - $3.1K
|
25
$3.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25+ 0.14% |
$2.88K - $3.1K
|
17.6K
$2.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7+ 0.14% |
$805 - $869
|
4.99K
$673K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
6+ 0.18% |
$690 - $745
|
3.39K
$456K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$575 - $620
|
2.73K
$368K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$230 - $248
|
5.64K
$760K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$115 - $124
|
3.58K
$483K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$115 - $124
|
4.15K
$559K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.09% |
$115 - $124
|
1.09K
$147K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$115 - $124
|
1.78K
$240K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5- 0.24% |
$575 - $620
|
2.06K
$278K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-9- 1.38% |
$1.04K - $1.12K
|
642
$86.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-14- 0.26% |
$1.61K - $1.74K
|
5.33K
$719K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19- 0.92% |
$2.19K - $2.36K
|
2.06K
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-48- 1.73% |
$5.52K - $5.96K
|
2.73K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-49- 2.25% |
$5.64K - $6.08K
|
2.13K
$288K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-50- 0.38% |
$5.75K - $6.2K
|
13.1K
$1.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-75- 0.84% |
$8.63K - $9.31K
|
8.87K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-79- 3.8% |
$9.09K - $9.8K
|
2K
$270K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-83- 9.47% |
$9.55K - $10.3K
|
793
$107K
|