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 246 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,768,760
shares
|
$233 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,128,191
shares
|
$149 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
953,589
shares
|
$126 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
782,159
shares
|
$103 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
763,454
shares
|
$101 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
333,783
shares
|
$44 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
319,408
shares
|
$42.1 Million
0.01% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
231,961
shares
|
$30.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
218,253
shares
|
$28.8 Million
0.07% of portfolio
|
Q3 2023
Reduced 24.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
205,005
shares
|
$27 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
192,234
shares
|
$25.4 Million
3.91% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
187,981
shares
|
$24.8 Million
3.41% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
161,988
shares
|
$21.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,308
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
136,909
shares
|
$18.1 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
133,872
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
125,543
shares
|
$16.6 Million
1.19% of portfolio
|
Q4 2024
Reduced 48.81%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 24, 2025 Q4 2024 |
120,542
shares
|
$15.9 Million
11.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
115,756
shares
|
$15.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
112,010
shares
|
$14.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
108,016
shares
|
$14.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
99,452
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
96,976
shares
|
$12.8 Million
7.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
96,449
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
94,087
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2024
Added 494.62%
|