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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,040
shares
|
$712,857
0.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
5,008
shares
|
$708,331
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
4,869
shares
|
$688,671
0.25% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
4,826
shares
|
$682,589
0.29% of portfolio
|
Q2 2025
Reduced 60.8%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
4,718
shares
|
$667,313
0.29% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,668
shares
|
$660,241
0.01% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,543
shares
|
$642,561
0.15% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
4,493
shares
|
$635,489
0.11% of portfolio
|
Q4 2023
Reduced 3.95%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,466
shares
|
$631,671
0.0% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
4,456
shares
|
$630,256
0.0% of portfolio
|
Q2 2025
Reduced 32.01%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
4,429
shares
|
$626,437
0.12% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,337
shares
|
$613,425
0.02% of portfolio
|
Q2 2025
Added 76.3%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
4,251
shares
|
$601,261
0.04% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
4,242
shares
|
$599,988
0.04% of portfolio
|
Q3 2025
Reduced 77.61%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,978
shares
|
$562,648
0.01% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,937
shares
|
$556,849
0.01% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,900
shares
|
$551,616
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
3,876
shares
|
$548,221
0.1% of portfolio
|
Q2 2025
Reduced 30.34%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
3,845
shares
|
$543,836
0.48% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,797
shares
|
$537,047
0.07% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
3,700
shares
|
$523,328
0.0% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,589
shares
|
$507,628
0.12% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
3,534
shares
|
$499,848
0.01% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
3,397
shares
|
$480,471
0.13% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,389
shares
|
$479,340
0.01% of portfolio
|
Q2 2025
Reduced 0.62%
|