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 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 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
|
$4.66 Million
0.04% of portfolio
|
Q1 2025
Reduced 37.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
33,301
shares
|
$4.62 Million
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
31,617
shares
|
$4.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.41%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
30,706
shares
|
$4.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
29,717
shares
|
$4.13 Million
0.0% of portfolio
|
Q1 2025
Added 98.25%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
28,858
shares
|
$4.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
27,050
shares
|
$3.76 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
25,157
shares
|
$3.49 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
24,728
shares
|
$3.43 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
24,284
shares
|
$3.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
22,686
shares
|
$3.15 Million
0.24% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,782
shares
|
$3.02 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
|
$3 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
|
$3 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
21,565
shares
|
$2.99 Million
0.31% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
20,458
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
19,949
shares
|
$2.77 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
|
$2.71 Million
0.67% of portfolio
|
Q1 2025
Added 100.07%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
18,466
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
18,114
shares
|
$2.52 Million
0.93% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
18,077
shares
|
$2.51 Million
2.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
17,759
shares
|
$2.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
17,061
shares
|
$2.37 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
|
$2.24 Million
0.06% of portfolio
|
Q3 2022
Reduced 60.35%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
15,847
shares
|
$2.2 Million
1.19% of portfolio
|
Q1 2025
Reduced 8.22%
|