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 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-127- 2.01% |
$15.2K - $17.3K
|
6.21K
$847K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-140- 6.22% |
$16.8K - $19.1K
|
2.11K
$288K
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-140- 12.28% |
$16.8K - $19.1K
|
1K
$137K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-144- 2.84% |
$17.3K - $19.6K
|
4.92K
$672K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-160- 0.13% |
$19.2K - $21.8K
|
125K
$17.1M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-163- 1.44% |
$19.5K - $22.2K
|
11.1K
$1.52M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-189- 10.82% |
$22.6K - $25.7K
|
1.56K
$213K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-190- 0.99% |
$22.8K - $25.9K
|
19.1K
$2.6M
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-194- 17.54% |
$23.2K - $26.4K
|
912
$125K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-222- 23.97% |
$26.6K - $30.2K
|
704
$96.1K
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-229- 2.75% |
$27.4K - $31.2K
|
8.11K
$1.11M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-236- 2.16% |
$28.3K - $32.1K
|
10.7K
$1.46M
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-262- 21.15% |
$31.4K - $35.7K
|
977
$133K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-267- 1.22% |
$32K - $36.3K
|
21.5K
$2.94M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-295- 0.64% |
$35.4K - $40.1K
|
45.8K
$6.25M
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-311- 1.79% |
$37.3K - $42.3K
|
17.1K
$2.33M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-344- 15.17% |
$41.2K - $46.8K
|
1.92K
$263K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-355- 50.0% |
$42.5K - $48.3K
|
355
$48.5K
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-361- 6.34% |
$43.3K - $49.1K
|
5.33K
$728K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-402- 4.11% |
$48.2K - $54.7K
|
9.38K
$1.28M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-443- 5.19% |
$53.1K - $60.3K
|
8.1K
$1.11M
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-451- 9.24% |
$54K - $61.4K
|
4.43K
$605K
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-505- 3.67% |
$60.5K - $68.7K
|
13.2K
$1.81M
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-531- 0.81% |
$63.6K - $72.3K
|
65K
$8.87M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-535- 9.91% |
$64.1K - $72.8K
|
4.86K
$664K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-550- 9.14% |
$65.9K - $74.9K
|
5.47K
$746K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-568- 0.89% |
$68.1K - $77.3K
|
63.3K
$8.65M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-596- 6.69% |
$71.4K - $81.1K
|
8.32K
$1.14M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-605- 1.93% |
$72.5K - $82.3K
|
30.7K
$4.19M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-608- 2.36% |
$72.9K - $82.7K
|
25.2K
$3.43M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-615- 4.9% |
$73.7K - $83.7K
|
11.9K
$1.63M
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-615- 1.39% |
$73.7K - $83.7K
|
43.7K
$5.97M
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-625- 13.72% |
$74.9K - $85.1K
|
3.93K
$536K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-645- 3.06% |
$77.3K - $87.8K
|
20.5K
$2.79M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-717- 15.14% |
$85.9K - $97.6K
|
4.02K
$549K
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-739- 2.12% |
$88.6K - $101K
|
34.1K
$4.66M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-748- 3.35% |
$89.6K - $102K
|
21.6K
$2.95M
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-809- 8.81% |
$97K - $110K
|
8.37K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-824- 21.41% |
$98.7K - $112K
|
3.02K
$413K
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-863- 8.74% |
$103K - $117K
|
9.01K
$1.23M
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-864- 8.69% |
$104K - $118K
|
9.07K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.16K- 7.78% |
$139K - $158K
|
13.7K
$1.88M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.31KClosed |
$157K - $179K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-1.41K- 20.25% |
$169K - $192K
|
5.56K
$760K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-1.42K- 8.22% |
$170K - $193K
|
15.8K
$2.16M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.53K- 7.63% |
$183K - $208K
|
18.5K
$2.52M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.82K- 42.47% |
$218K - $247K
|
2.46K
$336K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.87K- 0.58% |
$224K - $255K
|
321K
$43.8M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.9K- 14.05% |
$228K - $258K
|
11.6K
$1.59M
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-2.09K- 41.04% |
$250K - $284K
|
3K
$410K
|