Latest Institutional Transactions on First Tr Nasdaq 100 Equal Weig (QQEW)
This table provides information on the latest institutional transactions involving First Tr Nasdaq 100 Equal Weig (QQEW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.8KNew |
$307K - $339K
|
2.8K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-842Closed |
$92.2K - $102K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-500- 11.9% |
$54.8K - $60.5K
|
3.7K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.33KNew |
$255K - $282K
|
2.33K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-110Closed |
$12K - $13.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-237Closed |
$26K - $28.7K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
317New |
$34.7K - $38.3K
|
317
$44.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-16.2KClosed |
$1.77M - $1.95M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-47Closed |
$5.15K - $5.68K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.91KClosed |
$209K - $231K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-15.6KClosed |
$1.71M - $1.89M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-2.33KClosed |
$256K - $274K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-334Closed |
$36.7K - $39.3K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
111New |
$12.2K - $13.1K
|
111
$15.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.93KClosed |
$212K - $227K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
49New |
$5.39K - $5.76K
|
49
$6.85K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-2.31KClosed |
$254K - $272K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.94KClosed |
$214K - $229K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.1KClosed |
$314K - $349K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-165Closed |
$16.7K - $18.6K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.61KClosed |
$265K - $294K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 100.0% |
$2.03K - $2.25K
|
40
$5.59K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-14.3KClosed |
$1.39M - $1.55M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
179New |
$17.4K - $19.4K
|
179
$25K
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-420Closed |
$40.9K - $45.6K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-4.76KClosed |
$463K - $517K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.27KClosed |
$416K - $464K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-8.5KClosed |
$828K - $923K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.57KClosed |
$251K - $280K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-28.4KClosed |
$2.41M - $2.87M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.96KClosed |
$251K - $299K
|
0
$0
|
|
|
Jan 05, 2021
Q4 2020
|
M&R Capital Management Inc
|
SELL
|
- |
-1.6KClosed |
$135K - $161K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-32.2KClosed |
$2.58M - $2.95M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.16KNew |
$254K - $290K
|
3.16K
$442K
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-192Closed |
$15.4K - $17.6K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Glassman Wealth Services
|
SELL
|
- |
-287- 11.6% |
$23K - $26.3K
|
2.19K
$306K
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.95KClosed |
$477K - $545K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
8.5KNew |
$682K - $779K
|
8.5K
$1.19M
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.16KNew |
$188K - $256K
|
3.16K
$442K
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.4KClosed |
$800K - $1.09M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.06KClosed |
$480K - $651K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4KClosed |
$238K - $324K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-11KClosed |
$608K - $879K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-341- 94.72% |
$18.9K - $27.2K
|
19
$2.65K
|
|
|
May 12, 2020
Q1 2020
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.95KClosed |
$329K - $475K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-50Closed |
$2.76K - $3.99K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Qp Wealth Management, LLC
|
SELL
|
- |
-4.83KClosed |
$267K - $386K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-185KClosed |
$10.2M - $14.8M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.26KClosed |
$125K - $181K
|
0
$0
|
|