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 259 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
33,591
shares
|
$4.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 37.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
33,301
shares
|
$4.28 Million
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
30,706
shares
|
$3.95 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
28,858
shares
|
$3.71 Million
0.12% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
27,050
shares
|
$3.48 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
26,312
shares
|
$3.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
25,157
shares
|
$3.24 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
24,728
shares
|
$3.18 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
22,686
shares
|
$2.92 Million
0.24% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,782
shares
|
$2.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
21,636
shares
|
$2.78 Million
0.09% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
21,587
shares
|
$2.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
21,544
shares
|
$2.77 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
20,458
shares
|
$2.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
19,949
shares
|
$2.57 Million
0.08% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
19,527
shares
|
$2.51 Million
0.67% of portfolio
|
Q1 2025
Added 100.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
19,075
shares
|
$2.45 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
18,466
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
18,114
shares
|
$2.33 Million
0.93% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
18,077
shares
|
$2.33 Million
2.07% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
17,061
shares
|
$2.2 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,134
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2022
Reduced 60.35%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
15,847
shares
|
$2.04 Million
1.19% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
15,555
shares
|
$2 Million
0.54% of portfolio
|
Q1 2025
Added 58.66%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
15,121
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Added 64.63%
|