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 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-326- 23.02% |
$28.8K - $33.1K
|
1.09K
$140K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-392- 13.19% |
$34.6K - $39.8K
|
2.58K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-463- 8.64% |
$40.8K - $47K
|
4.9K
$628K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-463- 2.29% |
$40.8K - $47K
|
19.7K
$2.53M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-472- 3.94% |
$41.6K - $48K
|
11.5K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-487- 1.49% |
$43K - $49.5K
|
32.3K
$4.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-517- 2.67% |
$45.6K - $52.5K
|
18.8K
$2.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-550- 18.03% |
$48.5K - $55.9K
|
2.5K
$321K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-851- 68.8% |
$75.1K - $86.5K
|
386
$49.5K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.14K- 2.72% |
$100K - $115K
|
40.6K
$5.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.5K- 24.28% |
$132K - $152K
|
4.68K
$600K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.53K- 4.13% |
$135K - $156K
|
35.5K
$4.55M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.63K- 4.17% |
$144K - $166K
|
37.4K
$4.8M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.13K- 41.83% |
$188K - $216K
|
2.96K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.62K- 22.52% |
$231K - $266K
|
9.02K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.68K- 28.33% |
$236K - $272K
|
6.78K
$869K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.22K- 45.26% |
$284K - $327K
|
3.89K
$499K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.81K- 23.78% |
$424K - $488K
|
15.4K
$1.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-5.23K- 89.45% |
$461K - $531K
|
617
$79.1K
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-5.33K- 66.36% |
$470K - $541K
|
2.7K
$346K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.46K- 3.76% |
$482K - $555K
|
140K
$17.9M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.99K- 48.08% |
$528K - $609K
|
6.47K
$830K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.53K- 62.77% |
$576K - $664K
|
3.88K
$497K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.86K- 4.65% |
$605K - $697K
|
140K
$18M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.49K- 41.34% |
$661K - $761K
|
10.6K
$1.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.85K- 80.05% |
$780K - $899K
|
2.21K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.12K- 38.43% |
$804K - $926K
|
14.6K
$1.87M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-9.41K- 31.87% |
$830K - $956K
|
20.1K
$2.58M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.1K- 76.72% |
$892K - $1.03M
|
3.07K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11.3K- 83.12% |
$996K - $1.15M
|
2.29K
$294K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.1K- 59.26% |
$1.06M - $1.23M
|
8.29K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15K- 7.64% |
$1.32M - $1.52M
|
181K
$23.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.7K- 81.14% |
$1.65M - $1.9M
|
4.35K
$557K
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-21.8K- 64.01% |
$1.92M - $2.21M
|
12.2K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.2K- 3.84% |
$5.75M - $6.63M
|
1.63M
$209M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-98.3K- 24.76% |
$8.67M - $9.99M
|
299K
$38.3M
|