Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-256- 0.76% |
$29.3K - $32.7K
|
33.3K
$4.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-290- 10.0% |
$33.2K - $37.1K
|
2.61K
$323K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-324- 22.45% |
$37.1K - $41.4K
|
1.12K
$138K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-326- 14.22% |
$37.3K - $41.7K
|
1.97K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-328- 6.68% |
$37.6K - $41.9K
|
4.59K
$567K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-342- 12.52% |
$39.2K - $43.7K
|
2.39K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-352- 1.59% |
$40.3K - $45K
|
21.8K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-489- 12.71% |
$56K - $62.5K
|
3.36K
$415K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-494- 13.77% |
$56.6K - $63.1K
|
3.09K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500- 82.64% |
$57.3K - $63.9K
|
105
$13K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-544- 1.44% |
$62.3K - $69.5K
|
37.1K
$4.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-560- 0.07% |
$64.1K - $71.6K
|
782K
$96.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-575- 4.01% |
$65.8K - $73.5K
|
13.8K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-634- 23.21% |
$72.6K - $81K
|
2.1K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-648- 39.88% |
$74.2K - $82.8K
|
977
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-649- 2.7% |
$74.3K - $82.9K
|
23.3K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-699- 16.86% |
$80K - $89.3K
|
3.45K
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-776- 29.97% |
$88.9K - $99.2K
|
1.81K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-838- 5.81% |
$96K - $107K
|
13.6K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-898- 0.91% |
$103K - $115K
|
97.4K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-900- 7.2% |
$103K - $115K
|
11.6K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.13K- 1.29% |
$130K - $145K
|
87K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.14K- 5.64% |
$130K - $145K
|
19K
$2.35M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.43K- 62.97% |
$164K - $183K
|
842
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.47K- 12.33% |
$168K - $188K
|
10.5K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.57K- 2.31% |
$179K - $200K
|
66.1K
$8.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.88K- 18.62% |
$215K - $240K
|
8.21K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.9K- 3.41% |
$218K - $243K
|
53.8K
$6.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.02K- 45.87% |
$231K - $258K
|
2.38K
$295K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.58K- 2.53% |
$296K - $330K
|
99.5K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.58K- 2.53% |
$296K - $330K
|
99.5K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.7K- 11.62% |
$309K - $345K
|
20.5K
$2.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.98K- 55.4% |
$341K - $380K
|
2.4K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.34K- 0.99% |
$382K - $427K
|
334K
$41.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.53K- 26.82% |
$405K - $452K
|
9.64K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.75K- 57.34% |
$430K - $480K
|
2.79K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-4K- 50.79% |
$458K - $511K
|
3.88K
$479K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.01K- 11.02% |
$459K - $512K
|
32.4K
$4M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-4.4K- 29.52% |
$504K - $562K
|
10.5K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.54K- 20.48% |
$520K - $580K
|
17.6K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.8K- 2.03% |
$550K - $614K
|
232K
$28.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.17K- 11.34% |
$706K - $788K
|
48.2K
$5.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-6.21K- 52.02% |
$711K - $794K
|
5.73K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.95K- 6.72% |
$796K - $889K
|
96.4K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-7.17K- 80.87% |
$822K - $917K
|
1.7K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.31K- 37.54% |
$837K - $934K
|
12.2K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.91K- 13.76% |
$1.02M - $1.14M
|
55.9K
$6.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.63K- 8.18% |
$1.1M - $1.23M
|
108K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.85K- 45.87% |
$1.13M - $1.26M
|
11.6K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.9K- 7.77% |
$1.25M - $1.39M
|
129K
$16M
|