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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
57New |
$6.51K - $7.08K
|
57
$7.14K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.3% |
$4K - $4.35K
|
2.73K
$341K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31New |
$3.54K - $3.85K
|
31
$3.88K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
25+ 4.31% |
$2.85K - $3.11K
|
605
$75.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21New |
$2.4K - $2.61K
|
21
$2.63K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9New |
$1.03K - $1.12K
|
9
$1.13K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6+ 0.29% |
$685 - $745
|
2.07K
$259K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5New |
$571 - $621
|
5
$626
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.46% |
$342 - $373
|
651
$81.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.08% |
$228 - $248
|
2.39K
$299K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$114 - $124
|
4.59K
$575K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$114 - $124
|
3.58K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.05% |
$114 - $124
|
2.18K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.2% |
$114 - $124
|
497
$62.2K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$114 - $124
|
5.85K
$732K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8- 0.16% |
$913 - $994
|
5.05K
$632K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-9- 11.84% |
$1.03K - $1.12K
|
67
$8.39K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-12- 0.24% |
$1.37K - $1.49K
|
4.98K
$624K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13- 0.11% |
$1.48K - $1.61K
|
12.3K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-20- 1.11% |
$2.28K - $2.48K
|
1.79K
$224K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-27- 0.93% |
$3.08K - $3.35K
|
2.89K
$362K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-29- 0.16% |
$3.31K - $3.6K
|
17.6K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-41- 0.22% |
$4.68K - $5.09K
|
18.4K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-43- 0.54% |
$4.91K - $5.34K
|
7.98K
$999K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-52- 0.37% |
$5.94K - $6.46K
|
14.2K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-63- 2.08% |
$7.19K - $7.83K
|
2.97K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-101- 1.3% |
$11.5K - $12.5K
|
7.67K
$960K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-129- 2.68% |
$14.7K - $16K
|
4.68K
$585K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-143- 0.44% |
$16.3K - $17.8K
|
32.1K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-150- 6.82% |
$17.1K - $18.6K
|
2.05K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-225- 42.21% |
$25.7K - $27.9K
|
308
$38.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-225- 0.52% |
$25.7K - $27.9K
|
43K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-231- 1.04% |
$26.4K - $28.7K
|
22K
$2.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-283- 3.15% |
$32.3K - $35.2K
|
8.71K
$1.09M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-314- 4.74% |
$35.8K - $39K
|
6.31K
$790K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-335- 3.42% |
$38.2K - $41.6K
|
9.46K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-378- 98.69% |
$43.2K - $47K
|
5
$626
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-501- 9.11% |
$57.2K - $62.2K
|
5K
$626K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-521- 12.27% |
$59.5K - $64.7K
|
3.73K
$467K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-529- 2.84% |
$60.4K - $65.7K
|
18.1K
$2.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-550- 12.51% |
$62.8K - $68.3K
|
3.85K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-552- 2.26% |
$63K - $68.6K
|
23.9K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-619- 2.1% |
$70.7K - $76.9K
|
28.9K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-677- 4.36% |
$77.3K - $84.1K
|
14.9K
$1.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-789- 0.55% |
$90.1K - $98K
|
141K
$17.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-923- 8.14% |
$105K - $115K
|
10.4K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-968- 2.55% |
$111K - $120K
|
37.1K
$4.64M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.02K- 19.09% |
$117K - $127K
|
4.34K
$544K
|