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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.17K- 17.3% |
$260K - $295K
|
10.4K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.32K- 36.69% |
$278K - $316K
|
4.01K
$547K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.33K- 3.24% |
$279K - $317K
|
69.5K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.51K- 24.29% |
$300K - $341K
|
7.81K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-3.03K- 19.74% |
$363K - $412K
|
12.3K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.22K- 8.59% |
$386K - $438K
|
34.3K
$4.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.39K- 11.42% |
$406K - $462K
|
26.3K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.5K- 12.39% |
$419K - $476K
|
24.7K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.01K- 66.52% |
$481K - $546K
|
2.02K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.04K- 32.23% |
$484K - $549K
|
8.49K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.09K- 33.36% |
$490K - $557K
|
8.17K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-4.26K- 10.19% |
$510K - $580K
|
37.5K
$5.12M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.72K- 9.15% |
$565K - $642K
|
46.8K
$6.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-4.75K- 10.9% |
$569K - $646K
|
38.8K
$5.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-4.83K- 5.38% |
$579K - $658K
|
85K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.04K- 45.76% |
$604K - $686K
|
5.98K
$816K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.1K- 9.91% |
$611K - $693K
|
46.3K
$6.32M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.91K- 16.99% |
$708K - $804K
|
28.9K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.73K- 39.35% |
$807K - $916K
|
10.4K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.9K- 85.35% |
$1.66M - $1.89M
|
2.38K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.8K- 37.1% |
$2.37M - $2.7M
|
33.6K
$4.59M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.6K- 11.2% |
$2.59M - $2.94M
|
172K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-23.6K- 2.47% |
$2.83M - $3.21M
|
930K
$127M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-27.2K- 37.49% |
$3.25M - $3.7M
|
45.3K
$6.18M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.2K- 3.17% |
$3.26M - $3.7M
|
829K
$113M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.9K- 27.56% |
$3.34M - $3.79M
|
73.3K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.1K- 74.4% |
$3.37M - $3.83M
|
9.69K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-36.7K- 19.5% |
$4.39M - $4.99M
|
151K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-45.6K- 40.69% |
$5.46M - $6.2M
|
66.4K
$9.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.9K- 24.82% |
$5.98M - $6.79M
|
151K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-134K- 11.91% |
$16M - $18.2M
|
988K
$135M
|