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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 117.53% |
$143K - $154K
|
2.13K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1K+ 8.69% |
$124K - $134K
|
12.5K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
996+ 2.44% |
$123K - $133K
|
41.8K
$5.06M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
984+ 4.76% |
$122K - $132K
|
21.6K
$2.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
975+ 97.89% |
$121K - $130K
|
1.97K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
928+ 136.47% |
$115K - $124K
|
1.61K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
888+ 5.39% |
$110K - $119K
|
17.4K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
880+ 1.93% |
$109K - $118K
|
46.6K
$5.64M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
773+ 24.56% |
$95.6K - $103K
|
3.92K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
678+ 3.11% |
$83.9K - $90.6K
|
22.5K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
665New |
$82.3K - $88.9K
|
665
$80.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
608+ 15.59% |
$75.2K - $81.3K
|
4.51K
$545K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
579+ 4.46% |
$71.6K - $77.4K
|
13.6K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
571New |
$70.6K - $76.3K
|
571
$69.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
562+ 0.65% |
$69.5K - $75.1K
|
87.6K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
550New |
$68K - $73.5K
|
550
$66.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
495+ 0.89% |
$61.2K - $66.2K
|
56.4K
$6.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
484+ 4.63% |
$59.9K - $64.7K
|
10.9K
$1.32M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
464+ 4.93% |
$57.4K - $62K
|
9.87K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
450New |
$55.7K - $60.2K
|
450
$54.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
436+ 88.98% |
$53.9K - $58.3K
|
926
$112K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
423+ 23.91% |
$52.3K - $56.5K
|
2.19K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
400New |
$49.5K - $53.5K
|
400
$48.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
400+ 11.6% |
$49.5K - $53.5K
|
3.85K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
379+ 1.02% |
$46.9K - $50.7K
|
37.5K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
320+ 2.13% |
$39.6K - $42.8K
|
15.3K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
282+ 43.93% |
$34.9K - $37.7K
|
924
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
250New |
$30.9K - $33.4K
|
250
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
239+ 1.26% |
$29.6K - $31.9K
|
19.3K
$2.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
235+ 10.62% |
$29.1K - $31.4K
|
2.45K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
226+ 38.57% |
$28K - $30.2K
|
812
$98.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
221+ 0.48% |
$27.3K - $29.5K
|
46.1K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
202+ 2.93% |
$25K - $27K
|
7.09K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
197New |
$24.4K - $26.3K
|
197
$23.8K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
149+ 0.23% |
$18.4K - $19.9K
|
63.9K
$7.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
131+ 2.81% |
$16.2K - $17.5K
|
4.79K
$580K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
123+ 1.1% |
$15.2K - $16.4K
|
11.3K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
108New |
$13.4K - $14.4K
|
108
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
90New |
$11.1K - $12K
|
90
$10.9K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
89+ 1.59% |
$11K - $11.9K
|
5.68K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
73+ 1.23% |
$9.03K - $9.76K
|
6.02K
$728K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$8.78K - $9.49K
|
71
$8.59K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
65+ 0.48% |
$8.04K - $8.69K
|
13.5K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
65New |
$8.04K - $8.69K
|
65
$7.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 3.87% |
$6.06K - $6.55K
|
1.31K
$159K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
49+ 2.89% |
$6.06K - $6.55K
|
1.75K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
40New |
$4.95K - $5.35K
|
40
$4.84K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
34+ 1.06% |
$4.21K - $4.55K
|
3.23K
$391K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.33% |
$3.83K - $4.14K
|
9.41K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10New |
$1.24K - $1.34K
|
10
$1.21K
|