Purchases and Sales Made in Q2 2025 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 2025. 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 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
87.5KNew |
$9.35M - $11.9M
|
87.5K
$12.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
14.1K+ 17.67% |
$1.51M - $1.93M
|
94K
$13.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.78KNew |
$296K - $379K
|
2.78K
$387K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.65KNew |
$283K - $362K
|
2.65K
$370K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.37K+ 299.24% |
$253K - $324K
|
3.17K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.55KNew |
$165K - $211K
|
1.55K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.16KNew |
$124K - $158K
|
1.16K
$162K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
900+ 1666.67% |
$96.1K - $123K
|
954
$133K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
898+ 9.9% |
$95.9K - $123K
|
9.97K
$1.39M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
870+ 11.34% |
$92.9K - $119K
|
8.54K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
819+ 0.31% |
$87.5K - $112K
|
263K
$36.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
631+ 6.11% |
$67.4K - $86.1K
|
11K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
545New |
$58.2K - $74.4K
|
545
$76.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
80New |
$8.54K - $10.9K
|
80
$11.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70+ 109.38% |
$7.48K - $9.55K
|
134
$18.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
65+ 0.05% |
$6.94K - $8.87K
|
127K
$17.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 2.6% |
$2.46K - $3.14K
|
909
$127K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21+ 0.1% |
$2.24K - $2.87K
|
21.6K
$3.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.53% |
$107 - $136
|
188
$26.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-3- 0.09% |
$320 - $409
|
3.4K
$474K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4- 0.21% |
$427 - $546
|
1.91K
$267K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.89% |
$2.24K - $2.87K
|
2.34K
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-33- 1.72% |
$3.52K - $4.5K
|
1.89K
$264K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57- 2.74% |
$6.09K - $7.78K
|
2.02K
$282K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-70- 2.4% |
$7.48K - $9.55K
|
2.85K
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-155- 8.62% |
$16.6K - $21.2K
|
1.64K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-162- 8.03% |
$17.3K - $22.1K
|
1.86K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-352- 38.6% |
$37.6K - $48K
|
560
$78.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-396- 40.53% |
$42.3K - $54.1K
|
581
$81.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-448- 20.37% |
$47.9K - $61.1K
|
1.75K
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-515- 10.59% |
$55K - $70.3K
|
4.35K
$607K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-732- 22.76% |
$78.2K - $99.9K
|
2.48K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-826- 13.14% |
$88.2K - $113K
|
5.46K
$762K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 18.29% |
$107K - $136K
|
4.47K
$623K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.09K- 30.58% |
$116K - $149K
|
2.48K
$345K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.32K- 6.9% |
$141K - $180K
|
17.8K
$2.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.49K- 49.4% |
$159K - $203K
|
1.53K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2K- 4.57% |
$213K - $273K
|
41.7K
$5.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.03K- 7.71% |
$217K - $277K
|
24.3K
$3.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.64K- 31.48% |
$281K - $360K
|
5.74K
$800K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.96K- 10.21% |
$423K - $541K
|
34.8K
$4.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-5.96K- 12.82% |
$636K - $813K
|
40.5K
$5.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-7.49K- 60.8% |
$800K - $1.02M
|
4.83K
$674K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.2K- 67.44% |
$1.09M - $1.39M
|
4.92K
$687K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-34.8K- 52.41% |
$3.72M - $4.75M
|
31.6K
$4.41M
|