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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.88KNew |
$184K - $222K
|
1.88K
$263K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
139New |
$13.6K - $16.4K
|
139
$19.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-124- 12.4% |
$12.1K - $14.6K
|
876
$122K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.3KNew |
$519K - $626K
|
5.3K
$740K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$19.6K - $23.6K
|
200
$27.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-349- 3.42% |
$34.2K - $41.2K
|
9.87K
$1.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-140- 6.06% |
$13.7K - $16.5K
|
2.17K
$303K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.55KNew |
$250K - $302K
|
2.55K
$357K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-821- 21.96% |
$84.1K - $92.1K
|
2.92K
$408K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
160New |
$16.4K - $17.9K
|
160
$22.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
17.2KNew |
$1.76M - $1.92M
|
17.2K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 87.64% |
$7.99K - $8.75K
|
11
$1.54K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.69K- 35.95% |
$378K - $414K
|
6.57K
$918K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
101New |
$10.3K - $11.3K
|
101
$14.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.69KNew |
$992K - $1.09M
|
9.69K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
690+ 1.01% |
$70.6K - $77.4K
|
69.3K
$9.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.9KNew |
$399K - $437K
|
3.9K
$545K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.56KNew |
$774K - $848K
|
7.56K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-72.6K- 24.96% |
$7.44M - $8.14M
|
218K
$30.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-217- 7.65% |
$22.2K - $24.3K
|
2.62K
$366K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5- 0.17% |
$512 - $561
|
2.97K
$414K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
109+ 0.91% |
$11.2K - $12.2K
|
12.1K
$1.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-725- 25.22% |
$74.2K - $81.3K
|
2.15K
$300K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
435New |
$44.5K - $48.8K
|
435
$60.8K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.16KNew |
$304K - $340K
|
3.16K
$441K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
74New |
$7.11K - $7.96K
|
74
$10.3K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
240New |
$23.1K - $25.8K
|
240
$33.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
33.2KNew |
$3.19M - $3.57M
|
33.2K
$4.64M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3+ 0.05% |
$288 - $323
|
6.47K
$904K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
86.2KNew |
$8.29M - $9.27M
|
86.2K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.18KNew |
$306K - $342K
|
3.18K
$444K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-89- 0.24% |
$8.56K - $9.57K
|
37.4K
$5.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
364New |
$35K - $39.1K
|
364
$50.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
97KNew |
$9.32M - $10.4M
|
97K
$13.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-103K- 96.2% |
$9.92M - $11.1M
|
4.08K
$570K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-386- 97.47% |
$37.1K - $41.5K
|
10
$1.4K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
32.2KNew |
$3.09M - $3.46M
|
32.2K
$4.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.38KNew |
$710K - $794K
|
7.38K
$1.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
80New |
$7.69K - $8.6K
|
80
$11.2K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
136New |
$12K - $13.8K
|
136
$19K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.08% |
$176 - $203
|
2.46K
$343K
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.3KNew |
$468K - $539K
|
5.3K
$740K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25New |
$2.21K - $2.54K
|
25
$3.49K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
550New |
$48.5K - $55.9K
|
550
$76.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-550- 18.03% |
$48.5K - $55.9K
|
2.5K
$349K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-5.23K- 89.45% |
$461K - $531K
|
617
$86.2K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
31New |
$2.53K - $2.97K
|
31
$4.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.1KNew |
$335K - $392K
|
4.1K
$573K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.4K- 64.64% |
$522K - $612K
|
3.5K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 0.58% |
$4.08K - $4.78K
|
8.65K
$1.21M
|
|