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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8New |
$990 - $1.07K
|
8
$917
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$371 - $401
|
2.39K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.16% |
$371 - $401
|
1.92K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
3+ 0.09% |
$371 - $401
|
3.39K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3+ 0.1% |
$371 - $401
|
3.15K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$124 - $134
|
3.58K
$411K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$124 - $134
|
2.27K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.01% |
$124 - $134
|
8.72K
$999K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.19% |
$124 - $134
|
85
$9.74K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$124 - $134
|
4.74K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.1% |
$124 - $134
|
978
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.09% |
$124 - $134
|
1.09K
$125K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6- 0.12% |
$742 - $802
|
5.04K
$577K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12- 0.58% |
$1.48K - $1.6K
|
2.07K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12- 0.29% |
$1.48K - $1.6K
|
4.09K
$468K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-13- 1.16% |
$1.61K - $1.74K
|
1.11K
$127K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-15- 0.22% |
$1.86K - $2.01K
|
6.69K
$767K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 0.59% |
$1.98K - $2.14K
|
2.72K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17- 0.05% |
$2.1K - $2.27K
|
33.3K
$3.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-31- 0.32% |
$3.83K - $4.14K
|
9.78K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-50- 2.51% |
$6.18K - $6.68K
|
1.94K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-55- 2.92% |
$6.8K - $7.35K
|
1.83K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-60- 12.9% |
$7.42K - $8.02K
|
405
$46.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-75- 3.23% |
$9.28K - $10K
|
2.25K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-79- 0.53% |
$9.77K - $10.6K
|
14.9K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-81- 0.63% |
$10K - $10.8K
|
12.9K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-84- 3.51% |
$10.4K - $11.2K
|
2.31K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-95- 3.08% |
$11.8K - $12.7K
|
2.99K
$343K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-100- 1.55% |
$12.4K - $13.4K
|
6.36K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-114- 0.44% |
$14.1K - $15.2K
|
25.8K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-118- 5.78% |
$14.6K - $15.8K
|
1.92K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-130- 4.0% |
$16.1K - $17.4K
|
3.12K
$357K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-140- 3.95% |
$17.3K - $18.7K
|
3.41K
$390K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-166- 1.31% |
$20.5K - $22.2K
|
12.5K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-173- 1.72% |
$21.4K - $23.1K
|
9.87K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-220- 0.49% |
$27.2K - $29.4K
|
44.3K
$5.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-280- 33.25% |
$34.6K - $37.4K
|
562
$64.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-300- 2.59% |
$37.1K - $40.1K
|
11.3K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-300- 4.52% |
$37.1K - $40.1K
|
6.33K
$725K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-301- 2.4% |
$37.2K - $40.2K
|
12.3K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-328- 8.12% |
$40.6K - $43.8K
|
3.71K
$425K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-364- 11.77% |
$45K - $48.7K
|
2.73K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-433- 4.82% |
$53.6K - $57.9K
|
8.54K
$979K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-450- 19.68% |
$55.7K - $60.2K
|
1.84K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-454- 17.39% |
$56.2K - $60.7K
|
2.16K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-509- 4.94% |
$63K - $68K
|
9.8K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-524- 5.01% |
$64.8K - $70K
|
9.94K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-551- 2.68% |
$68.2K - $73.7K
|
20K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-571- 0.86% |
$70.6K - $76.3K
|
65.5K
$7.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-727- 7.54% |
$89.9K - $97.2K
|
8.91K
$1.02M
|