Purchases and Sales Made in Q1 2023 in First Tr Nasdaq 100 Equal Weig (QQEW)
This table provides information about the institutional ownership of First Tr Nasdaq 100 Equal Weig (QQEW) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ 100 EQUAL WEIG.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.34K+ 7.97% |
$118K - $136K
|
18.2K
$2.33M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 7.55% |
$110K - $126K
|
17.7K
$2.27M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.11K+ 3.68% |
$97.7K - $113K
|
31.2K
$4M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
907+ 3.39% |
$80K - $92.2K
|
27.7K
$3.55M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
861+ 9.4% |
$75.9K - $87.5K
|
10K
$1.29M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
791+ 10.53% |
$69.8K - $80.4K
|
8.3K
$1.06M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
771+ 6.48% |
$68K - $78.3K
|
12.7K
$1.62M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
687+ 1.99% |
$60.6K - $69.8K
|
35.2K
$4.51M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
649+ 4.4% |
$57.2K - $65.9K
|
15.4K
$1.98M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
552+ 9.8% |
$48.7K - $56.1K
|
6.19K
$793K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
550New |
$48.5K - $55.9K
|
550
$70.5K
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
490+ 2.58% |
$43.2K - $49.8K
|
19.5K
$2.5M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
447+ 7.39% |
$39.4K - $45.4K
|
6.49K
$833K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
406+ 1.89% |
$35.8K - $41.3K
|
21.9K
$2.81M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
396New |
$34.9K - $40.2K
|
396
$50.8K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
350New |
$30.9K - $35.6K
|
350
$44.9K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
231+ 2.21% |
$20.4K - $23.5K
|
10.7K
$1.37M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
225New |
$19.8K - $22.9K
|
225
$28.9K
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
200+ 0.46% |
$17.6K - $20.3K
|
43.9K
$5.63M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
176+ 6.85% |
$15.5K - $17.9K
|
2.75K
$352K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
159New |
$14K - $16.2K
|
159
$20.4K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
136New |
$12K - $13.8K
|
136
$17.4K
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
131+ 1.33% |
$11.6K - $13.3K
|
9.96K
$1.28M
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
117+ 0.15% |
$10.3K - $11.9K
|
79K
$10.1M
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
80New |
$7.06K - $8.13K
|
80
$10.3K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 0.39% |
$4.5K - $5.18K
|
13.3K
$1.7M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49+ 0.51% |
$4.32K - $4.98K
|
9.7K
$1.24M
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
32+ 0.14% |
$2.82K - $3.25K
|
23.1K
$2.97M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25New |
$2.21K - $2.54K
|
25
$3.21K
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23+ 0.29% |
$2.03K - $2.34K
|
7.97K
$1.02M
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
5+ 0.22% |
$441 - $508
|
2.28K
$292K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.31% |
$176 - $203
|
645
$82.7K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.08% |
$176 - $203
|
2.46K
$315K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6- 0.03% |
$529 - $610
|
18K
$2.3M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-11- 1.23% |
$970 - $1.12K
|
882
$113K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-22- 59.46% |
$1.94K - $2.24K
|
15
$1.92K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26- 1.05% |
$2.29K - $2.64K
|
2.46K
$315K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28- 25.93% |
$2.47K - $2.85K
|
80
$10.3K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-31Closed |
$2.73K - $3.15K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-40- 0.31% |
$3.53K - $4.06K
|
13.1K
$1.68M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-44- 1.03% |
$3.88K - $4.47K
|
4.24K
$544K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-46- 0.74% |
$4.06K - $4.67K
|
6.14K
$787K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-56- 2.44% |
$4.94K - $5.69K
|
2.24K
$288K
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-60- 5.0% |
$5.29K - $6.1K
|
1.14K
$146K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-67- 2.93% |
$5.91K - $6.81K
|
2.22K
$285K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-75- 50.34% |
$6.62K - $7.62K
|
74
$9.49K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-88- 0.96% |
$7.76K - $8.94K
|
9.1K
$1.17M
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-103- 1.28% |
$9.09K - $10.5K
|
7.97K
$1.02M
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-250- 1.85% |
$22.1K - $25.4K
|
13.3K
$1.7M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-306- 79.69% |
$27K - $31.1K
|
78
$10K
|