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 264 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,545,865
shares
|
$219 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
984,805
shares
|
$139 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
925,201
shares
|
$131 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
782,159
shares
|
$111 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
690,527
shares
|
$97.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
307,005
shares
|
$43.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
290,342
shares
|
$41.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.47%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
268,593
shares
|
$38 Million
5.34% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
218,253
shares
|
$30.9 Million
0.07% of portfolio
|
Q3 2023
Reduced 24.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
186,318
shares
|
$26.4 Million
0.03% of portfolio
|
Q3 2025
Added 16.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
168,426
shares
|
$23.8 Million
0.02% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
166,339
shares
|
$23.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,308
shares
|
$22.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
144,429
shares
|
$20.4 Million
2.7% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
129,137
shares
|
$18.3 Million
1.16% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Oct 15, 2025 Q3 2025 |
126,339
shares
|
$17.9 Million
11.99% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
121,693
shares
|
$17.2 Million
0.05% of portfolio
|
Q2 2025
Added 67.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
120,944
shares
|
$17.1 Million
0.03% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
111,947
shares
|
$15.8 Million
0.08% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
110,737
shares
|
$15.7 Million
0.78% of portfolio
|
Q3 2025
Added 20.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
110,063
shares
|
$15.6 Million
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
100,489
shares
|
$14.2 Million
0.61% of portfolio
|
Q2 2025
Added 121.89%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
99,811
shares
|
$14.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 33.95%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
96,976
shares
|
$13.7 Million
7.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
93,192
shares
|
$13.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.62%
|