Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
954KNew |
$118M - $127M
|
954K
$126M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
137KNew |
$16.9M - $18.3M
|
137K
$18.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
121KNew |
$14.9M - $16.1M
|
121K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29.7KNew |
$3.68M - $3.97M
|
29.7K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
27.1KNew |
$3.35M - $3.62M
|
27.1K
$3.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
17.3KNew |
$2.14M - $2.31M
|
17.3K
$2.28M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.79KNew |
$1.21M - $1.31M
|
9.79K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
9.73K+ 20.8% |
$1.2M - $1.3M
|
56.5K
$7.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6.56KNew |
$811K - $876K
|
6.56K
$865K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.96K+ 72.45% |
$737K - $796K
|
14.2K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.7K+ 90.54% |
$705K - $762K
|
12K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.4KNew |
$668K - $722K
|
5.4K
$712K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
5.01K+ 150.21% |
$619K - $669K
|
8.34K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.94K+ 40.67% |
$612K - $661K
|
17.1K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.76K+ 20.81% |
$465K - $502K
|
21.8K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.49KNew |
$432K - $467K
|
3.49K
$461K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.17K+ 6.57% |
$392K - $424K
|
51.4K
$6.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.79K+ 3.17% |
$345K - $373K
|
90.9K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.39K+ 6.29% |
$295K - $319K
|
40.4K
$5.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.37KNew |
$293K - $317K
|
2.37K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.19K+ 31.25% |
$271K - $292K
|
9.19K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.89K+ 79.44% |
$234K - $253K
|
4.28K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.67K+ 9.49% |
$207K - $223K
|
19.3K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.63K+ 20.02% |
$201K - $217K
|
9.75K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.25K+ 10.11% |
$155K - $167K
|
13.6K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 117.53% |
$143K - $154K
|
2.13K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1K+ 8.69% |
$124K - $134K
|
12.5K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
996+ 2.44% |
$123K - $133K
|
41.8K
$5.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
975+ 97.89% |
$121K - $130K
|
1.97K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
928+ 136.47% |
$115K - $124K
|
1.61K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
880+ 1.93% |
$109K - $118K
|
46.6K
$6.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
773+ 24.56% |
$95.6K - $103K
|
3.92K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
665New |
$82.3K - $88.9K
|
665
$87.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
579+ 4.46% |
$71.6K - $77.4K
|
13.6K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
550New |
$68K - $73.5K
|
550
$72.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
450New |
$55.7K - $60.2K
|
450
$59.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
436+ 88.98% |
$53.9K - $58.3K
|
926
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
423+ 23.91% |
$52.3K - $56.5K
|
2.19K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
379+ 1.02% |
$46.9K - $50.7K
|
37.5K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
320+ 2.13% |
$39.6K - $42.8K
|
15.3K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
282+ 43.93% |
$34.9K - $37.7K
|
924
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
250New |
$30.9K - $33.4K
|
250
$33K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
235+ 10.62% |
$29.1K - $31.4K
|
2.45K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
149+ 0.23% |
$18.4K - $19.9K
|
63.9K
$8.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
131+ 2.81% |
$16.2K - $17.5K
|
4.79K
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
123+ 1.1% |
$15.2K - $16.4K
|
11.3K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
108New |
$13.4K - $14.4K
|
108
$14.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
73+ 1.23% |
$9.03K - $9.76K
|
6.02K
$793K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$8.78K - $9.49K
|
71
$9.36K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
65New |
$8.04K - $8.69K
|
65
$8.57K
|