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 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.38KNew |
$710K - $794K
|
7.38K
$947K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
80New |
$7.69K - $8.6K
|
80
$10.3K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
136New |
$12K - $13.8K
|
136
$17.4K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.08% |
$176 - $203
|
2.46K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.3KNew |
$468K - $539K
|
5.3K
$680K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-60- 5.0% |
$5.29K - $6.1K
|
1.14K
$146K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25New |
$2.21K - $2.54K
|
25
$3.21K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-550- 18.03% |
$48.5K - $55.9K
|
2.5K
$321K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
550New |
$48.5K - $55.9K
|
550
$70.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-5.23K- 89.45% |
$461K - $531K
|
617
$79.1K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
31New |
$2.53K - $2.97K
|
31
$3.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.1KNew |
$335K - $392K
|
4.1K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 0.58% |
$4.08K - $4.78K
|
8.65K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.4K- 64.64% |
$522K - $612K
|
3.5K
$449K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-209- 20.71% |
$17.1K - $20K
|
800
$103K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-216- 5.14% |
$17.6K - $20.7K
|
3.99K
$512K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
416New |
$34K - $39.8K
|
416
$53.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
299New |
$24.4K - $28.6K
|
299
$38.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11+ 0.14% |
$898 - $1.05K
|
7.68K
$985K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.33KNew |
$190K - $223K
|
2.33K
$298K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
204New |
$16.7K - $19.5K
|
204
$26.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
41New |
$3.35K - $3.92K
|
41
$5.26K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
50New |
$4.08K - $4.78K
|
50
$6.41K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
50New |
$4.08K - $4.78K
|
50
$6.41K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$8.16K - $9.57K
|
100
$12.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 17.65% |
$251 - $307
|
20
$2.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.83K+ 153.7% |
$655K - $800K
|
12.9K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-150- 65.22% |
$12.6K - $15.3K
|
80
$10.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.82KNew |
$236K - $289K
|
2.82K
$362K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-24.6K- 60.35% |
$2.05M - $2.51M
|
16.1K
$2.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.19KNew |
$183K - $224K
|
2.19K
$281K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
41+ 4.0% |
$3.43K - $4.19K
|
1.07K
$137K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
70New |
$5.86K - $7.16K
|
70
$8.97K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-599- 33.28% |
$50.1K - $61.3K
|
1.2K
$154K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.23KClosed |
$103K - $126K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2KClosed |
$169K - $219K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-38Closed |
$3.2K - $4.15K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-29Closed |
$2.44K - $3.17K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.61KClosed |
$220K - $286K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
96New |
$8.09K - $10.5K
|
96
$12.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-94- 23.27% |
$7.92K - $10.3K
|
310
$39.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.01K+ 14.61% |
$169K - $220K
|
15.8K
$2.02M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1Closed |
$84.3 - $109
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
39New |
$3.29K - $4.26K
|
39
$5K
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-2.99K- 3.22% |
$252K - $326K
|
89.7K
$11.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
68New |
$5.73K - $7.43K
|
68
$8.72K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-29.9KClosed |
$2.52M - $3.27M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.9KClosed |
$160K - $207K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-31Closed |
$2.61K - $3.39K
|
0
$0
|
|