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 265 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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
32,292
shares
|
$4.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
31,617
shares
|
$4.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.41%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
31,529
shares
|
$4.46 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
31,509
shares
|
$4.46 Million
0.21% of portfolio
|
Q2 2025
Added 45.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,626
shares
|
$4.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.61%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
29,819
shares
|
$4.22 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
26,055
shares
|
$3.69 Million
0.27% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
25,554
shares
|
$3.61 Million
0.32% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
24,092
shares
|
$3.41 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
24,050
shares
|
$3.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
22,872
shares
|
$3.24 Million
0.71% of portfolio
|
Q2 2025
Added 17.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
22,598
shares
|
$3.2 Million
0.02% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,782
shares
|
$3.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
21,565
shares
|
$3.05 Million
0.31% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
19,749
shares
|
$2.79 Million
0.04% of portfolio
|
Q2 2025
Reduced 57.35%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
19,708
shares
|
$2.79 Million
0.02% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
19,340
shares
|
$2.74 Million
0.1% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
19,164
shares
|
$2.71 Million
0.68% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
19,035
shares
|
$2.69 Million
2.1% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Iron Bridge Private Wealth, LLC
|
Oct 10, 2025 Q2 2025 |
18,809
shares
|
$2.66 Million
0.98% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
18,779
shares
|
$2.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
18,071
shares
|
$2.56 Million
0.1% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
17,792
shares
|
$2.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
17,035
shares
|
$2.41 Million
0.02% of portfolio
|
Q2 2025
Added 64.32%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,134
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2022
Reduced 60.35%
|