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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
4,924
shares
|
$683,697
0.0% of portfolio
|
Q2 2025
Reduced 67.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,923
shares
|
$683,558
0.02% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
4,875
shares
|
$676,893
0.22% of portfolio
|
Q1 2025
Added 25.81%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
4,869
shares
|
$676,060
0.25% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
4,826
shares
|
$670,090
0.29% of portfolio
|
Q2 2025
Reduced 60.8%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
4,593
shares
|
$637,738
0.17% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,590
shares
|
$637,321
0.04% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,507
shares
|
$625,796
0.01% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
4,493
shares
|
$623,853
0.1% of portfolio
|
Q4 2023
Reduced 3.95%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
4,429
shares
|
$614,966
0.12% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,348
shares
|
$603,719
0.01% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
4,050
shares
|
$562,342
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
4,019
shares
|
$558,038
0.11% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
4,009
shares
|
$556,649
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
4,009
shares
|
$556,649
0.01% of portfolio
|
Q1 2025
Reduced 36.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,978
shares
|
$552,345
0.01% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
3,929
shares
|
$545,541
0.22% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,900
shares
|
$541,515
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
3,714
shares
|
$515,688
0.06% of portfolio
|
Q2 2024
Added 11.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
3,700
shares
|
$513,745
0.0% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
3,635
shares
|
$504,719
0.01% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,587
shares
|
$498,054
0.11% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,481
shares
|
$483,336
0.0% of portfolio
|
Q1 2025
Added 65.92%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,410
shares
|
$473,478
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
3,395
shares
|
$471,395
0.14% of portfolio
|
Q2 2025
Reduced 0.09%
|