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 257 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,596,319
shares
|
$215 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,121,344
shares
|
$151 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
953,589
shares
|
$129 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
856,301
shares
|
$115 Million
0.05% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
782,159
shares
|
$105 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
322,629
shares
|
$43.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
297,311
shares
|
$40.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
285,192
shares
|
$38.4 Million
0.01% of portfolio
|
Q4 2024
Added 22.95%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
218,253
shares
|
$29.4 Million
0.07% of portfolio
|
Q3 2023
Reduced 24.96%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
201,027
shares
|
$27.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
193,504
shares
|
$26.1 Million
3.87% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
193,207
shares
|
$26 Million
0.04% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
187,981
shares
|
$25.3 Million
3.41% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,308
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
141,390
shares
|
$19.1 Million
0.02% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
136,909
shares
|
$18.5 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
125,543
shares
|
$16.9 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
|
$16.2 Million
11.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
115,756
shares
|
$15.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
112,010
shares
|
$15.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
102,425
shares
|
$13.8 Million
0.03% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
101,122
shares
|
$13.6 Million
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
96,976
shares
|
$13.1 Million
7.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
90,944
shares
|
$12.3 Million
0.74% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
89,812
shares
|
$12.1 Million
2.64% of portfolio
|
Q4 2024
New holding
|