Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
7.2KNew |
$692K - $774K
|
7.2K
$950K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.14K+ 298.98% |
$590K - $660K
|
8.19K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.89KNew |
$566K - $633K
|
5.89K
$777K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.7K+ 53.56% |
$548K - $612K
|
16.3K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.3K+ 52.86% |
$509K - $570K
|
15.3K
$2.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
5.18K+ 191.67% |
$497K - $556K
|
7.88K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.14KNew |
$494K - $553K
|
5.14K
$678K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.75K+ 44.61% |
$456K - $510K
|
15.4K
$2.03M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.74KNew |
$456K - $510K
|
4.74K
$625K
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
4.59KNew |
$441K - $493K
|
4.59K
$605K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.21KNew |
$405K - $453K
|
4.21K
$556K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.91KNew |
$375K - $420K
|
3.91K
$515K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.89KNew |
$374K - $418K
|
3.89K
$513K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.79KNew |
$365K - $408K
|
3.79K
$500K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.58KNew |
$344K - $385K
|
3.58K
$472K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.55KNew |
$341K - $381K
|
3.55K
$468K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.51K+ 32.87% |
$338K - $378K
|
14.2K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.41K+ 18.96% |
$328K - $366K
|
21.4K
$2.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.18KNew |
$306K - $342K
|
3.18K
$420K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.16KNew |
$304K - $340K
|
3.16K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3K+ 22.63% |
$289K - $323K
|
16.3K
$2.15M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2.96K+ 3.58% |
$285K - $318K
|
85.6K
$11.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
2.84KNew |
$273K - $305K
|
2.84K
$374K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.69K+ 39.73% |
$259K - $289K
|
9.47K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.64K+ 12.82% |
$254K - $284K
|
23.2K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.32K+ 7.44% |
$223K - $250K
|
33.5K
$4.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.11K+ 34.07% |
$203K - $227K
|
8.29K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.99K+ 2.76% |
$192K - $214K
|
74.3K
$9.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.72K+ 16.95% |
$165K - $185K
|
11.8K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 2.4% |
$154K - $173K
|
68.6K
$9.05M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.42K+ 7.24% |
$137K - $153K
|
21.1K
$2.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.38K+ 4.99% |
$133K - $149K
|
29.1K
$3.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.24K+ 5.67% |
$119K - $134K
|
23.2K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.21K+ 13.39% |
$116K - $130K
|
10.2K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$96.1K - $108K
|
1K
$132K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
901+ 29.22% |
$86.6K - $96.9K
|
3.98K
$525K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
850+ 16.15% |
$81.7K - $91.4K
|
6.11K
$806K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
793+ 0.44% |
$76.2K - $85.3K
|
180K
$23.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
758+ 10.47% |
$72.9K - $81.5K
|
8K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
714+ 1.0% |
$68.6K - $76.8K
|
72K
$9.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
656+ 3.51% |
$63.1K - $70.5K
|
19.4K
$2.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
528+ 8.13% |
$50.8K - $56.8K
|
7.02K
$926K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
469+ 2.03% |
$45.1K - $50.4K
|
23.6K
$3.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
455+ 16.57% |
$43.7K - $48.9K
|
3.2K
$422K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
364New |
$35K - $39.1K
|
364
$48K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
351+ 1.93% |
$33.7K - $37.7K
|
18.5K
$2.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
300+ 3.01% |
$28.8K - $32.3K
|
10.3K
$1.35M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
240New |
$23.1K - $25.8K
|
240
$31.7K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
235+ 2.96% |
$22.6K - $25.3K
|
8.18K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
218+ 0.28% |
$21K - $23.4K
|
79.2K
$10.4M
|