Purchases and Sales Made in Q1 2024 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 2024. 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 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
149K+ 359.35% |
$17.1M - $18.6M
|
191K
$24.5M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
140K+ 7.47% |
$16M - $17.4M
|
2.01M
$258M
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
111KNew |
$12.7M - $13.8M
|
111K
$14.3M
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
104K+ 391.44% |
$11.8M - $12.9M
|
130K
$16.7M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.4K+ 917.45% |
$7.35M - $7.99M
|
71.4K
$9.15M
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.3K+ 63.68% |
$7.23M - $7.87M
|
163K
$20.9M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55.4K+ 334.12% |
$6.32M - $6.88M
|
72K
$9.23M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.7KNew |
$5.55M - $6.04M
|
48.7K
$6.24M
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
43.1K+ 84.06% |
$4.92M - $5.36M
|
94.4K
$12.1M
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
42.2KNew |
$4.82M - $5.24M
|
42.2K
$5.41M
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
33.3KNew |
$3.8M - $4.14M
|
33.3K
$4.27M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24K+ 10.16% |
$2.74M - $2.98M
|
260K
$33.4M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 9.98% |
$2.7M - $2.93M
|
260K
$33.4M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.2K+ 52.23% |
$2.53M - $2.76M
|
64.7K
$8.3M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.8KNew |
$1.92M - $2.09M
|
16.8K
$2.15M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.1K+ 42.56% |
$1.72M - $1.87M
|
50.4K
$6.47M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.3K+ 25.14% |
$1.4M - $1.53M
|
61.1K
$7.84M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.3KNew |
$1.18M - $1.28M
|
10.3K
$1.32M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.74K+ 14.48% |
$1.11M - $1.21M
|
77K
$9.87M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.72K+ 90.55% |
$1.11M - $1.21M
|
20.5K
$2.62M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.53K+ 51.11% |
$1.09M - $1.18M
|
28.2K
$3.61M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
9.33K+ 41.14% |
$1.06M - $1.16M
|
32K
$4.1M
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9.01KNew |
$1.03M - $1.12M
|
9.01K
$1.16M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.92KNew |
$1.02M - $1.11M
|
8.92K
$1.14M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.32K+ 148.37% |
$949K - $1.03M
|
13.9K
$1.78M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.03K+ 63.68% |
$688K - $748K
|
15.5K
$1.99M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6K+ 63.83% |
$685K - $745K
|
15.4K
$1.97M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.6K+ 9.78% |
$640K - $696K
|
62.9K
$8.06M
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.05KNew |
$577K - $628K
|
5.05K
$648K
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.91KNew |
$561K - $610K
|
4.91K
$630K
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
4.75K+ 12.54% |
$542K - $590K
|
42.6K
$5.46M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.4K+ 15.21% |
$503K - $547K
|
33.3K
$4.28M
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
4.09KNew |
$467K - $508K
|
4.09K
$524K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.67K+ 39.86% |
$418K - $455K
|
12.9K
$1.65M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.56K+ 187.23% |
$407K - $443K
|
5.47K
$701K
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.24KNew |
$370K - $403K
|
3.24K
$416K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.93KNew |
$335K - $364K
|
2.93K
$376K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.84K+ 5.03% |
$325K - $353K
|
59.4K
$7.62M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.83K+ 4.07% |
$323K - $351K
|
72.2K
$9.26M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.4KNew |
$274K - $298K
|
2.4K
$308K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.39K+ 18.0% |
$273K - $297K
|
15.7K
$2.01M
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.32KNew |
$265K - $289K
|
2.32K
$298K
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.28K+ 48.2% |
$261K - $284K
|
7.02K
$900K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.28K+ 9.82% |
$260K - $283K
|
25.5K
$3.26M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.23K+ 1.01% |
$255K - $277K
|
223K
$28.6M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2K+ 2.57% |
$252K - $274K
|
87.9K
$11.3M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.13KNew |
$243K - $264K
|
2.13K
$273K
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.96K+ 0.98% |
$224K - $244K
|
201K
$25.8M
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
1.95KNew |
$223K - $242K
|
1.95K
$250K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.89K+ 83.61% |
$216K - $235K
|
4.15K
$532K
|