Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
146K+ 49.02% |
$17.5M - $19.8M
|
443K
$60.5M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
68.9K+ 35.58% |
$8.25M - $9.37M
|
262K
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.6K+ 14.94% |
$5.11M - $5.8M
|
328K
$44.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
23.4K+ 41.37% |
$2.8M - $3.18M
|
79.9K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
18.1KNew |
$2.17M - $2.46M
|
18.1K
$2.47M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.7K+ 98.25% |
$1.76M - $2M
|
29.7K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9K+ 14.74% |
$1.55M - $1.76M
|
100K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
12.8KNew |
$1.53M - $1.74M
|
12.8K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.2KNew |
$1.46M - $1.66M
|
12.2K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 0.7% |
$1.33M - $1.51M
|
1.61M
$219M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
9.77K+ 100.07% |
$1.17M - $1.33M
|
19.5K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.04KNew |
$1.08M - $1.23M
|
9.04K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.23K+ 5.82% |
$986K - $1.12M
|
150K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.63K+ 7.45% |
$914K - $1.04M
|
110K
$15M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
6.59K+ 5.47% |
$790K - $897K
|
127K
$17.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.03K+ 6.63% |
$723K - $821K
|
97K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.02K+ 5.2% |
$722K - $819K
|
122K
$16.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.94K+ 64.63% |
$711K - $808K
|
15.1K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.78K+ 8.64% |
$693K - $787K
|
72.7K
$9.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.75K+ 58.66% |
$689K - $783K
|
15.6K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.44KNew |
$651K - $740K
|
5.44K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.03K+ 16.92% |
$603K - $685K
|
34.8K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.89K+ 5.57% |
$586K - $665K
|
92.6K
$12.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.01KNew |
$480K - $546K
|
4.01K
$547K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
3.75K+ 95.64% |
$449K - $510K
|
7.67K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.57K+ 5.25% |
$428K - $486K
|
71.6K
$9.78M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
3.22KNew |
$385K - $438K
|
3.22K
$439K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.92KNew |
$350K - $397K
|
2.92K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.9KNew |
$348K - $395K
|
2.9K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
2.82K+ 18.45% |
$338K - $384K
|
18.1K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.53K+ 29.09% |
$303K - $344K
|
11.2K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.18K+ 328.42% |
$262K - $297K
|
2.85K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.17KNew |
$260K - $295K
|
2.17K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.16KNew |
$259K - $294K
|
2.16K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2K+ 17.7% |
$240K - $272K
|
13.3K
$1.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$225K - $256K
|
1.88K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.83KNew |
$219K - $249K
|
1.83K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.72K+ 3.8% |
$206K - $234K
|
47K
$6.41M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.38K+ 65.92% |
$166K - $188K
|
3.48K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.24KNew |
$148K - $169K
|
1.24K
$169K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1K+ 25.81% |
$120K - $136K
|
4.88K
$666K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
931+ 2.31% |
$112K - $127K
|
41.3K
$5.64M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
815+ 5.75% |
$97.7K - $111K
|
15K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
793New |
$95K - $108K
|
793
$108K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
788+ 8.08% |
$94.4K - $107K
|
10.5K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
771+ 1.17% |
$92.4K - $105K
|
66.6K
$9.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
764+ 7.81% |
$91.6K - $104K
|
10.6K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
753+ 10.61% |
$90.2K - $102K
|
7.85K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
709+ 6.97% |
$85K - $96.5K
|
10.9K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
702+ 8775.0% |
$84.1K - $95.5K
|
710
$96.9K
|