Institutional Ownership First Tr Nasdaq 100 Equal Weig (QQEW)
This table provides information about the institutional ownership of First Tr Nasdaq 100 Equal Weig (QQEW). We have compiled data on the 241 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,098
shares
|
$274,145
0.01% of portfolio
|
Q3 2024
Reduced 23.21%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,085
shares
|
$272,446
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,050
shares
|
$267,873
0.03% of portfolio
|
Q1 2024
Reduced 6.82%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
2,042
shares
|
$266,828
0.01% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,990
shares
|
$260,033
0.02% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
1,916
shares
|
$250,363
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,883
shares
|
$246,051
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
1,826
shares
|
$238,603
0.04% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
1,813
shares
|
$236,904
0.16% of portfolio
|
Q3 2024
Reduced 29.97%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
1,800
shares
|
$235,205
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,780
shares
|
$232,592
0.08% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
1,698
shares
|
$221,877
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,697
shares
|
$221,746
0.02% of portfolio
|
Q3 2024
Reduced 80.87%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
1,635
shares
|
$213,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,311
shares
|
$171,308
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,265
shares
|
$165,297
0.01% of portfolio
|
Q3 2024
Added 22.82%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
1,140
shares
|
$148,963
0.01% of portfolio
|
Q1 2023
Reduced 5.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,100
shares
|
$143,737
0.02% of portfolio
|
Q1 2024
Added 10.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,088
shares
|
$142,168
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
996
shares
|
$130,147
0.03% of portfolio
|
Q3 2024
Added 137.71%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
981
shares
|
$128,187
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
977
shares
|
$127,664
0.0% of portfolio
|
Q3 2024
Reduced 39.88%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
876
shares
|
$114,466
0.02% of portfolio
|
Q4 2023
Reduced 12.4%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
800
shares
|
$104,535
0.0% of portfolio
|
Q4 2022
Reduced 20.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
680
shares
|
$88,855
0.01% of portfolio
|
Q3 2024
Reduced 12.82%
|