Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
174K+ 22.27% |
$14.2M - $16.6M
|
953K
$122M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 9.26% |
$11.7M - $13.8M
|
1.7M
$218M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
83.2K+ 484.23% |
$6.79M - $7.96M
|
100K
$12.9M
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
62.2KNew |
$5.08M - $5.96M
|
62.2K
$7.98M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
39.1KNew |
$3.19M - $3.74M
|
39.1K
$5.01M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.2K+ 14.35% |
$2.95M - $3.46M
|
288K
$36.9M
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
29.5KNew |
$2.41M - $2.82M
|
29.5K
$3.78M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.4K+ 20.71% |
$1.99M - $2.34M
|
142K
$18.2M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.7KNew |
$1.94M - $2.27M
|
23.7K
$3.04M
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
19.4KNew |
$1.58M - $1.85M
|
19.4K
$2.48M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
19K+ 5.04% |
$1.56M - $1.82M
|
397K
$50.9M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.4K+ 6.03% |
$1.5M - $1.76M
|
323K
$41.4M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18.1K+ 13.98% |
$1.47M - $1.73M
|
147K
$18.9M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16.8KNew |
$1.37M - $1.61M
|
16.8K
$2.16M
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.1KNew |
$1.32M - $1.54M
|
16.1K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3K+ 162.45% |
$1.16M - $1.37M
|
23.1K
$2.96M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.8K+ 48.68% |
$1.12M - $1.32M
|
42.1K
$5.4M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.2KNew |
$1.08M - $1.26M
|
13.2K
$1.69M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 7.16% |
$1.07M - $1.25M
|
196K
$25.2M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
12.5KNew |
$1.02M - $1.19M
|
12.5K
$1.6M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.6KNew |
$951K - $1.11M
|
11.6K
$1.49M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.64K+ 89.99% |
$787K - $923K
|
20.4K
$2.61M
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
7.92K+ 30.95% |
$647K - $758K
|
33.5K
$4.3M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
5.85KNew |
$477K - $559K
|
5.85K
$750K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.69KNew |
$465K - $545K
|
5.69K
$730K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.49K+ 65.43% |
$448K - $525K
|
13.9K
$1.78M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.46K+ 36.96% |
$445K - $522K
|
20.2K
$2.59M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.24K+ 100.31% |
$428K - $501K
|
10.5K
$1.34M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.09KNew |
$415K - $487K
|
5.09K
$652K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.91K+ 0.71% |
$401K - $470K
|
700K
$89.8M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.1KNew |
$335K - $392K
|
4.1K
$526K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.83K+ 47.51% |
$313K - $367K
|
11.9K
$1.53M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.51K+ 34.91% |
$287K - $336K
|
13.6K
$1.74M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.47K+ 35.99% |
$283K - $332K
|
13.1K
$1.68M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.34K+ 12.49% |
$273K - $320K
|
30.1K
$3.86M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.27KNew |
$267K - $313K
|
3.27K
$420K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.18K+ 43.89% |
$259K - $304K
|
10.4K
$1.33M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.97K+ 8.7% |
$242K - $284K
|
37.1K
$4.75M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.93K+ 21.76% |
$239K - $281K
|
16.4K
$2.1M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.74K+ 109.45% |
$224K - $263K
|
5.25K
$673K
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.56K+ 15.55% |
$209K - $245K
|
19K
$2.44M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.33KNew |
$190K - $223K
|
2.33K
$298K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.29KNew |
$187K - $219K
|
2.29K
$293K
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
2.27KNew |
$186K - $218K
|
2.27K
$291K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.27KNew |
$185K - $217K
|
2.27K
$291K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.2KNew |
$180K - $211K
|
2.2K
$282K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.17K+ 13.57% |
$177K - $207K
|
18.1K
$2.32M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.1K+ 23.8% |
$172K - $201K
|
10.9K
$1.4M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.08K+ 38.41% |
$170K - $199K
|
7.51K
$963K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2K+ 3.28% |
$163K - $191K
|
62.8K
$8.05M
|