Latest Institutional Transactions on First Tr Nasdaq 100 Equal Weig (QQEW)
This table provides information on the latest institutional transactions involving First Tr Nasdaq 100 Equal Weig (QQEW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.16KNew |
$124K - $158K
|
1.16K
$161K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-448- 20.37% |
$47.9K - $61.1K
|
1.75K
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.78KNew |
$296K - $379K
|
2.78K
$385K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21+ 0.1% |
$2.24K - $2.87K
|
21.6K
$2.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-826- 13.14% |
$88.2K - $113K
|
5.46K
$758K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-352- 38.6% |
$37.6K - $48K
|
560
$77.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
898+ 9.9% |
$95.9K - $123K
|
9.97K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-732- 22.76% |
$78.2K - $99.9K
|
2.48K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57- 2.74% |
$6.09K - $7.78K
|
2.02K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.55KNew |
$165K - $211K
|
1.55K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
87.5KNew |
$9.35M - $11.9M
|
87.5K
$12.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 18.29% |
$107K - $136K
|
4.47K
$620K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.03K- 7.71% |
$217K - $277K
|
24.3K
$3.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-515- 10.59% |
$55K - $70.3K
|
4.35K
$604K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-7.49K- 60.8% |
$800K - $1.02M
|
4.83K
$670K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-33- 1.72% |
$3.52K - $4.5K
|
1.89K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
819+ 0.31% |
$87.5K - $112K
|
263K
$36.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
65+ 0.05% |
$6.94K - $8.87K
|
127K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2K- 4.57% |
$213K - $273K
|
41.7K
$5.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
545New |
$58.2K - $74.4K
|
545
$75.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.64K- 31.48% |
$281K - $360K
|
5.74K
$796K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-34.8K- 52.41% |
$3.72M - $4.75M
|
31.6K
$4.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.2K- 67.44% |
$1.09M - $1.39M
|
4.92K
$684K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 2.6% |
$2.46K - $3.14K
|
909
$126K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.49K- 49.4% |
$159K - $203K
|
1.53K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-3- 0.09% |
$320 - $409
|
3.4K
$471K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
80New |
$8.54K - $10.9K
|
80
$11.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
900+ 1666.67% |
$96.1K - $123K
|
954
$132K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
14.1K+ 17.67% |
$1.51M - $1.93M
|
94K
$13M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.09K- 30.58% |
$116K - $149K
|
2.48K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.32K- 6.9% |
$141K - $180K
|
17.8K
$2.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70+ 109.38% |
$7.48K - $9.55K
|
134
$18.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
631+ 6.11% |
$67.4K - $86.1K
|
11K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4- 0.21% |
$427 - $546
|
1.91K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-155- 8.62% |
$16.6K - $21.2K
|
1.64K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.37K+ 299.24% |
$253K - $324K
|
3.17K
$440K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-5.96K- 12.82% |
$636K - $813K
|
40.5K
$5.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.89% |
$2.24K - $2.87K
|
2.34K
$324K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.53% |
$107 - $136
|
188
$26.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-396- 40.53% |
$42.3K - $54.1K
|
581
$80.7K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.96K- 10.21% |
$423K - $541K
|
34.8K
$4.84M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
870+ 11.34% |
$92.9K - $119K
|
8.54K
$1.19M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-70- 2.4% |
$7.48K - $9.55K
|
2.85K
$396K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.7K+ 98.25% |
$1.76M - $2M
|
29.7K
$4.13M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.91K- 16.99% |
$708K - $804K
|
28.9K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
771+ 1.17% |
$92.4K - $105K
|
66.6K
$9.25M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-74- 2.0% |
$8.87K - $10.1K
|
3.64K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
178+ 0.79% |
$21.3K - $24.2K
|
22.7K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-863- 8.74% |
$103K - $117K
|
9.01K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-144- 2.84% |
$17.3K - $19.6K
|
4.92K
$684K
|
|