Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
954KNew |
$118M - $127M
|
954K
$129M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
137KNew |
$16.9M - $18.3M
|
137K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
121KNew |
$14.9M - $16.1M
|
121K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.8K+ 12.16% |
$11.5M - $12.4M
|
856K
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
89.8KNew |
$11.1M - $12M
|
89.8K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.2K+ 22.95% |
$6.58M - $7.12M
|
285K
$38.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
40.2KNew |
$4.97M - $5.37M
|
40.2K
$5.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.2K+ 19.27% |
$3.86M - $4.17M
|
193K
$26M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29.7KNew |
$3.68M - $3.97M
|
29.7K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
27.1KNew |
$3.35M - $3.62M
|
27.1K
$3.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
17.3KNew |
$2.14M - $2.31M
|
17.3K
$2.33M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.79KNew |
$1.21M - $1.31M
|
9.79K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
9.76KNew |
$1.21M - $1.3M
|
9.76K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
9.73K+ 20.8% |
$1.2M - $1.3M
|
56.5K
$7.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.52K+ 5.62% |
$930K - $1.01M
|
141K
$19.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6.56KNew |
$811K - $876K
|
6.56K
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.33KNew |
$783K - $846K
|
6.33K
$853K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.98K+ 6.2% |
$739K - $799K
|
102K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.96K+ 72.45% |
$737K - $796K
|
14.2K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.86K+ 9.76% |
$724K - $783K
|
65.8K
$8.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.7K+ 90.54% |
$705K - $762K
|
12K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.4KNew |
$668K - $722K
|
5.4K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
5.09KNew |
$630K - $680K
|
5.09K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.07KNew |
$627K - $677K
|
5.07K
$683K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
5.01K+ 150.21% |
$619K - $669K
|
8.34K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.94K+ 40.67% |
$612K - $661K
|
17.1K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
4.55KNew |
$563K - $609K
|
4.55K
$614K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4.05KNew |
$501K - $541K
|
4.05K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.76K+ 20.81% |
$465K - $502K
|
21.8K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.52K+ 5.46% |
$436K - $471K
|
68.1K
$9.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.49KNew |
$432K - $467K
|
3.49K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.17K+ 6.57% |
$392K - $424K
|
51.4K
$6.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.79K+ 3.17% |
$345K - $373K
|
90.9K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.39K+ 6.29% |
$295K - $319K
|
40.4K
$5.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.37KNew |
$293K - $317K
|
2.37K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.32KNew |
$287K - $310K
|
2.32K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.21KNew |
$273K - $295K
|
2.21K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.19K+ 31.25% |
$271K - $292K
|
9.19K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.05KNew |
$254K - $274K
|
2.05K
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
2.05KNew |
$254K - $274K
|
2.05K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.04K+ 2.38% |
$252K - $272K
|
87.7K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.89K+ 79.44% |
$234K - $253K
|
4.28K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$223K - $241K
|
1.8K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.67K+ 1.68% |
$207K - $223K
|
101K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.67K+ 9.49% |
$207K - $223K
|
19.3K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.63K+ 20.02% |
$201K - $217K
|
9.75K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.27K+ 0.66% |
$157K - $170K
|
194K
$26.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.25K+ 10.11% |
$155K - $167K
|
13.6K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 117.53% |
$143K - $154K
|
2.13K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1K+ 8.69% |
$124K - $134K
|
12.5K
$1.69M
|