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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-87.7K- 65.42% |
$10M - $11.2M
|
46.3K
$5.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
376+ 6.53% |
$43.1K - $48.1K
|
6.13K
$786K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
131+ 36.49% |
$15K - $16.7K
|
490
$62.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.14K- 5.64% |
$130K - $145K
|
19K
$2.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.02K- 45.87% |
$231K - $258K
|
2.38K
$306K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-165- 0.37% |
$18.9K - $21.1K
|
44.5K
$5.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.75K- 57.34% |
$430K - $480K
|
2.79K
$358K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53+ 2.33% |
$6.07K - $6.77K
|
2.32K
$298K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
124+ 0.48% |
$14.2K - $15.8K
|
25.9K
$3.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-93.4K- 93.88% |
$10.7M - $11.9M
|
6.09K
$781K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
577+ 137.71% |
$66.1K - $73.7K
|
996
$128K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
10.3K+ 219.32% |
$1.18M - $1.32M
|
15K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
603+ 3.46% |
$69.1K - $77.1K
|
18.1K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12+ 0.17% |
$1.37K - $1.53K
|
7K
$897K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 52.0% |
$1.49K - $1.66K
|
12
$1.54K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-489- 12.71% |
$56K - $62.5K
|
3.36K
$431K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-100- 0.76% |
$11.5K - $12.8K
|
13K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-242- 3.91% |
$27.7K - $30.9K
|
5.94K
$762K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.63K- 8.18% |
$1.1M - $1.23M
|
108K
$13.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.8K+ 9.71% |
$894K - $997K
|
88.2K
$11.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14- 0.68% |
$1.6K - $1.79K
|
2.04K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
21+ 1.02% |
$2.4K - $2.68K
|
2.09K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.49K+ 218.04% |
$972K - $1.08M
|
12.4K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
422+ 10.76% |
$48.3K - $53.9K
|
4.34K
$557K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-26.5K- 45.53% |
$3.03M - $3.38M
|
31.7K
$4.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-634- 23.21% |
$72.6K - $81K
|
2.1K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
40New |
$4.58K - $5.11K
|
40
$5.13K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-776- 29.97% |
$88.9K - $99.2K
|
1.81K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-6.21K- 52.02% |
$711K - $794K
|
5.73K
$734K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
106+ 2.33% |
$12.1K - $13.5K
|
4.66K
$598K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-342- 12.52% |
$39.2K - $43.7K
|
2.39K
$306K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-108- 0.96% |
$12.4K - $13.8K
|
11.2K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.41K+ 17.67% |
$161K - $180K
|
9.38K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-575- 4.01% |
$65.8K - $73.5K
|
13.8K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.98K+ 4.21% |
$227K - $253K
|
49.1K
$6.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-158- 1.24% |
$18.1K - $20.2K
|
12.6K
$1.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
135+ 29.93% |
$15.5K - $17.3K
|
586
$75.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-898- 0.91% |
$103K - $115K
|
97.4K
$12.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-122K- 43.02% |
$14M - $15.6M
|
162K
$20.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-560- 0.07% |
$64.1K - $71.6K
|
782K
$100M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-45.9K- 22.48% |
$5.26M - $5.87M
|
158K
$20.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
457+ 1.13% |
$52.3K - $58.4K
|
40.8K
$5.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
64New |
$7.33K - $8.18K
|
64
$8.21K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.98K- 55.4% |
$341K - $380K
|
2.4K
$307K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-838- 5.81% |
$96K - $107K
|
13.6K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.37K+ 13.8% |
$157K - $175K
|
11.3K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.91KNew |
$219K - $244K
|
1.91K
$245K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
441+ 3.52% |
$50.5K - $56.4K
|
13K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
125K+ 103.58% |
$14.3M - $15.9M
|
245K
$31.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-326- 14.22% |
$37.3K - $41.7K
|
1.97K
$252K
|