Purchases and Sales Made in Q1 2024 in First Tr Nasdaq 100 Equal Weig (QQEW)
This table provides information about the institutional ownership of First Tr Nasdaq 100 Equal Weig (QQEW) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ 100 EQUAL WEIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.89K+ 1.43% |
$215K - $234K
|
134K
$17.7M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.72K+ 52.87% |
$197K - $214K
|
4.99K
$657K
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.7KNew |
$194K - $211K
|
1.7K
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.63K+ 25.4% |
$186K - $203K
|
8.06K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.38K+ 2.1% |
$157K - $171K
|
67.1K
$8.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.3K+ 1.33% |
$149K - $162K
|
99.1K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.27K+ 3.55% |
$145K - $157K
|
37K
$4.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.19K+ 6.7% |
$136K - $148K
|
19K
$2.5M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03KNew |
$118K - $128K
|
1.03K
$136K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01K+ 9.77% |
$116K - $126K
|
11.4K
$1.5M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
958+ 0.62% |
$109K - $119K
|
155K
$20.5M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
926+ 3.77% |
$106K - $115K
|
25.5K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
892+ 20.02% |
$102K - $111K
|
5.35K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
756+ 15.5% |
$86.3K - $93.9K
|
5.63K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
664+ 1.01% |
$75.8K - $82.5K
|
66.6K
$8.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
637+ 15.59% |
$72.7K - $79.1K
|
4.72K
$623K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
627+ 7.75% |
$71.6K - $77.9K
|
8.72K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
579+ 27.34% |
$66.1K - $71.9K
|
2.7K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
569+ 2.76% |
$65K - $70.7K
|
21.2K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
542+ 135.5% |
$61.9K - $67.3K
|
942
$124K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
500New |
$57.1K - $62.1K
|
500
$65.9K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
496+ 10.81% |
$56.6K - $61.6K
|
5.09K
$671K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
405+ 1.2% |
$46.2K - $50.3K
|
34K
$4.49M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
403+ 22.98% |
$46K - $50.1K
|
2.16K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
374+ 12.63% |
$42.7K - $46.5K
|
3.34K
$440K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
369+ 0.98% |
$42.1K - $45.8K
|
38.2K
$5.04M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
342+ 11.26% |
$39K - $42.5K
|
3.38K
$446K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
320+ 213.33% |
$36.5K - $39.7K
|
470
$62K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
308+ 5.97% |
$35.2K - $38.3K
|
5.47K
$721K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
246+ 0.77% |
$28.1K - $30.6K
|
32.1K
$4.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
232+ 1.95% |
$26.5K - $28.8K
|
12.1K
$1.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
196+ 6.16% |
$22.4K - $24.3K
|
3.38K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
186+ 1.12% |
$21.2K - $23.1K
|
16.8K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
185+ 9.05% |
$21.1K - $23K
|
2.23K
$294K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
175+ 2.0% |
$20K - $21.7K
|
8.95K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
164+ 0.21% |
$18.7K - $20.4K
|
78.1K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
156+ 6.32% |
$17.8K - $19.4K
|
2.62K
$346K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
145+ 7.51% |
$16.6K - $18K
|
2.08K
$274K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
123+ 77.36% |
$14K - $15.3K
|
282
$37.2K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
106+ 0.76% |
$12.1K - $13.2K
|
14.1K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
106New |
$12.1K - $13.2K
|
106
$14K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
100+ 10.0% |
$11.4K - $12.4K
|
1.1K
$145K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
98+ 1.87% |
$11.2K - $12.2K
|
5.35K
$706K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
95+ 9.79% |
$10.8K - $11.8K
|
1.07K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
90+ 2.46% |
$10.3K - $11.2K
|
3.75K
$494K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68+ 0.54% |
$7.76K - $8.45K
|
12.7K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
65+ 2.82% |
$7.42K - $8.07K
|
2.37K
$312K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
65+ 5.81% |
$7.42K - $8.07K
|
1.18K
$156K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
62+ 3.07% |
$7.08K - $7.7K
|
2.08K
$274K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
57New |
$6.51K - $7.08K
|
57
$7.52K
|