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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75New |
$8.63K - $9.31K
|
75
$9.36K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
286New |
$32.9K - $35.5K
|
286
$35.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.23KNew |
$256K - $277K
|
2.23K
$278K
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-11.5K- 21.9% |
$1.33M - $1.43M
|
41.2K
$5.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$115 - $124
|
1.78K
$222K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.04K- 97.65% |
$120K - $129K
|
25
$3.12K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
767+ 5.44% |
$88.2K - $95.2K
|
14.9K
$1.85M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-83- 9.47% |
$9.55K - $10.3K
|
793
$99K
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.28K+ 48.2% |
$261K - $284K
|
7.02K
$876K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
57New |
$6.51K - $7.08K
|
57
$7.11K
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
33.3KNew |
$3.8M - $4.14M
|
33.3K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.4KNew |
$274K - $298K
|
2.4K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-225- 42.21% |
$25.7K - $27.9K
|
308
$38.4K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9New |
$1.03K - $1.12K
|
9
$1.12K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.05KNew |
$577K - $628K
|
5.05K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.7KNew |
$194K - $211K
|
1.7K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-150- 6.82% |
$17.1K - $18.6K
|
2.05K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.1K+ 42.56% |
$1.72M - $1.87M
|
50.4K
$6.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.32K+ 148.37% |
$949K - $1.03M
|
13.9K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$114 - $124
|
5.85K
$730K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.56K+ 187.23% |
$407K - $443K
|
5.47K
$682K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8- 0.16% |
$913 - $994
|
5.05K
$630K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
100+ 10.0% |
$11.4K - $12.4K
|
1.1K
$137K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-20- 1.11% |
$2.28K - $2.48K
|
1.79K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.08% |
$228 - $248
|
2.39K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-43- 0.54% |
$4.91K - $5.34K
|
7.98K
$995K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-9- 11.84% |
$1.03K - $1.12K
|
67
$8.36K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.6K- 32.11% |
$182K - $198K
|
3.38K
$421K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
500New |
$57.1K - $62.1K
|
500
$62.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
1.95KNew |
$223K - $242K
|
1.95K
$243K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31New |
$3.54K - $3.85K
|
31
$3.87K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5New |
$571 - $621
|
5
$624
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-378- 98.69% |
$43.2K - $47K
|
5
$624
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$114 - $124
|
4.59K
$573K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.57K- 34.19% |
$179K - $195K
|
3.01K
$376K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-52- 0.37% |
$5.94K - $6.46K
|
14.2K
$1.77M
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
115+ 547.62% |
$11.3K - $13.6K
|
136
$17K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15- 40.54% |
$1.47K - $1.77K
|
22
$2.75K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
84New |
$8.22K - $9.92K
|
84
$10.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8New |
$783 - $945
|
8
$998
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.7KNew |
$460K - $555K
|
4.7K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
294+ 948.39% |
$28.8K - $34.7K
|
325
$40.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
90New |
$8.81K - $10.6K
|
90
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-56.4K- 43.01% |
$5.52M - $6.66M
|
74.7K
$9.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
140New |
$13.7K - $16.5K
|
140
$17.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-73.3K- 19.34% |
$7.17M - $8.66M
|
306K
$38.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-77.8K- 94.47% |
$7.62M - $9.19M
|
4.55K
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.63KNew |
$257K - $311K
|
2.63K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.32KNew |
$227K - $274K
|
2.32K
$289K
|
|