Latest Institutional Purchases of First Tr Nasdaq 100 Equal Weig (QQEW)
This list provides information on the latest institutional transactions involving First Tr Nasdaq 100 Equal Weig (QQEW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37New |
$4.26K - $4.59K
|
37
$4.87K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$115 - $124
|
1.78K
$234K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
33.3KNew |
$3.8M - $4.14M
|
33.3K
$4.38M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.1K+ 42.56% |
$1.72M - $1.87M
|
50.4K
$6.63M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.32K+ 148.37% |
$949K - $1.03M
|
13.9K
$1.83M
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.05KNew |
$577K - $628K
|
5.05K
$664K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.56K+ 187.23% |
$407K - $443K
|
5.47K
$719K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.4KNew |
$274K - $298K
|
2.4K
$316K
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.28K+ 48.2% |
$261K - $284K
|
7.02K
$924K
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
1.95KNew |
$223K - $242K
|
1.95K
$256K
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.7KNew |
$194K - $211K
|
1.7K
$223K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
500New |
$57.1K - $62.1K
|
500
$65.8K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
100+ 10.0% |
$11.4K - $12.4K
|
1.1K
$145K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
57New |
$6.51K - $7.08K
|
57
$7.5K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31New |
$3.54K - $3.85K
|
31
$4.08K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9New |
$1.03K - $1.12K
|
9
$1.18K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5New |
$571 - $621
|
5
$658
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.08% |
$228 - $248
|
2.39K
$314K
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$114 - $124
|
5.85K
$769K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$114 - $124
|
4.59K
$604K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.3KNew |
$519K - $626K
|
5.3K
$697K
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.7KNew |
$460K - $555K
|
4.7K
$618K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.52K+ 39088.89% |
$344K - $416K
|
3.53K
$464K
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.63KNew |
$257K - $311K
|
2.63K
$346K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.55KNew |
$250K - $302K
|
2.55K
$336K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.32KNew |
$227K - $274K
|
2.32K
$305K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.88KNew |
$184K - $222K
|
1.88K
$248K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.8KNew |
$176K - $213K
|
1.8K
$237K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.75KNew |
$171K - $206K
|
1.75K
$229K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
981New |
$96K - $116K
|
981
$129K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
294+ 948.39% |
$28.8K - $34.7K
|
325
$42.7K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
238+ 3.0% |
$23.3K - $28.1K
|
8.18K
$1.08M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$19.6K - $23.6K
|
200
$26.3K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
179New |
$17.5K - $21.1K
|
179
$23.5K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
164New |
$16.1K - $19.4K
|
164
$21.6K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
140New |
$13.7K - $16.5K
|
140
$18.4K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
139New |
$13.6K - $16.4K
|
139
$18.3K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
115+ 547.62% |
$11.3K - $13.6K
|
136
$17.9K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
90New |
$8.81K - $10.6K
|
90
$11.8K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
84New |
$8.22K - $9.92K
|
84
$11K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
58New |
$5.68K - $6.85K
|
58
$7.63K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8New |
$783 - $945
|
8
$1.05K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.89% |
$97.9 - $118
|
54
$7.1K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
17.2KNew |
$1.76M - $1.92M
|
17.2K
$2.26M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.69KNew |
$992K - $1.09M
|
9.69K
$1.27M
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.56KNew |
$774K - $848K
|
7.56K
$994K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.9KNew |
$399K - $437K
|
3.9K
$513K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
690+ 1.01% |
$70.6K - $77.4K
|
69.3K
$9.12M
|