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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
571New |
$70.6K - $76.3K
|
571
$79.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
608+ 15.59% |
$75.2K - $81.3K
|
4.51K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
34+ 1.06% |
$4.21K - $4.55K
|
3.23K
$449K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
2.05KNew |
$254K - $274K
|
2.05K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4.05KNew |
$501K - $541K
|
4.05K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10New |
$1.24K - $1.34K
|
10
$1.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-130- 4.0% |
$16.1K - $17.4K
|
3.12K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
137KNew |
$16.9M - $18.3M
|
137K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
450New |
$55.7K - $60.2K
|
450
$62.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.37KNew |
$293K - $317K
|
2.37K
$329K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.19% |
$124 - $134
|
85
$11.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
235+ 10.62% |
$29.1K - $31.4K
|
2.45K
$340K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6- 0.12% |
$742 - $802
|
5.04K
$700K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-280- 33.25% |
$34.6K - $37.4K
|
562
$78K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6.56KNew |
$811K - $876K
|
6.56K
$910K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 117.53% |
$143K - $154K
|
2.13K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
975+ 97.89% |
$121K - $130K
|
1.97K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.06K- 31.47% |
$131K - $141K
|
2.3K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
108New |
$13.4K - $14.4K
|
108
$15K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
250New |
$30.9K - $33.4K
|
250
$34.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
40New |
$4.95K - $5.35K
|
40
$5.55K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
27.1KNew |
$3.35M - $3.62M
|
27.1K
$3.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.01% |
$124 - $134
|
8.72K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
550New |
$68K - $73.5K
|
550
$76.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$8.78K - $9.49K
|
71
$9.86K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32New |
$3.66K - $4.09K
|
32
$4.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500- 82.64% |
$57.3K - $63.9K
|
105
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.67KNew |
$420K - $469K
|
3.67K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
177+ 3.44% |
$20.3K - $22.6K
|
5.32K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-352- 1.59% |
$40.3K - $45K
|
21.8K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
194New |
$22.2K - $24.8K
|
194
$26.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.31KNew |
$150K - $168K
|
1.31K
$182K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
52.2KNew |
$5.98M - $6.67M
|
52.2K
$7.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.9KNew |
$332K - $371K
|
2.9K
$403K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
95+ 4.26% |
$10.9K - $12.1K
|
2.33K
$323K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.64KNew |
$187K - $209K
|
1.64K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.75K- 57.34% |
$430K - $480K
|
2.79K
$388K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-100- 0.76% |
$11.5K - $12.8K
|
13K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
422+ 10.76% |
$48.3K - $53.9K
|
4.34K
$603K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-634- 23.21% |
$72.6K - $81K
|
2.1K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
40New |
$4.58K - $5.11K
|
40
$5.55K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-776- 29.97% |
$88.9K - $99.2K
|
1.81K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-6.21K- 52.02% |
$711K - $794K
|
5.73K
$795K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
64New |
$7.33K - $8.18K
|
64
$8.89K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-45.9K- 22.48% |
$5.26M - $5.87M
|
158K
$22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-560- 0.07% |
$64.1K - $71.6K
|
782K
$109M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-326- 14.22% |
$37.3K - $41.7K
|
1.97K
$273K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
550+ 1.59% |
$63K - $70.3K
|
35.2K
$4.89M
|
|
| Q2 2024 | |||||||
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-36Closed |
$4.14K - $4.47K
|
0
$0
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|