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Get Institutions for : 
First Trust NASDAQ-100 Equal Weight Idx (QQEW)  
$123.39 0.09 (0.07%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 210    14
Total shares held : 
 12,999,453  
% of shares held : 
 84.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 1,160,310  
% of shares held change : 
   7.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $103.70  
Last Quarter's Ending Price : 
 $117.45  
Last Quarter's Average Price : 
 $107.55  
Change from last quarter's     
avg. price to the last closing  : 
15.84 (14.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 366,819
 2.82%
 
Increased Positions :
86
 1,562,372
 12.02%
 
Unchanged Positions :
36
 166,038
 1.28%
 
Decreased Positions :
60
-590,687
-4.54%
 
Closed Positions :
14
-178,194
-1.37%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Atlas Private Wealth Advisors 7 *New 2024-03-31 111,338 $13,799,000 111,338
   BMS Financial Advisors LLC 2 *New 2023-06-30 96,976 $10,367,000 96,976
   Dynasty Wealth Management LLC 51 *New 2024-03-31 33,304 $4,126,000 33,304
   Clear Creek Financial Management LLC 80 *New 2024-03-31 16,801 $2,082,000 16,801
   Quotient Wealth Partners LLC 149 *New 2024-03-31 5,052 $626,000 5,052
   BIP Wealth LLC 116 *New 2024-03-31 4,913 $609,000 4,913
   Econ Financial Services Corp 74 *New 2024-03-31 4,088 $507,000 4,088
   MONETA GROUP INVESTMENT ADVISORS INC 344 *New 2023-12-31 4,180 $491,000 4,180
   PATHSTONE FAMILY OFFICE, LLC 1140 *New 2023-09-30 3,900 $406,000 3,900
   ESSEX FINANCIAL SERVICES INC 384 *New 2024-03-31 2,934 $363,000 2,934
   D E SHAW & CO INC 2464 *New 2024-03-31 2,400 $297,000 2,400
   Kraft Davis & Associates LLC 110 *New 2024-03-31 2,323 $281,000 2,323
   Gateway Wealth Partners LLC 189 *New 2024-03-31 2,126 $263,000 2,126
   Berkshire Bank 133 *New 2024-03-31 1,950 $242,000 1,950
   YHB INVESTMENT ADVISORS, INC. 419 *New 2024-03-31 500 $62,000 500
   Financial Gravity Wealth Inc. 677 *New 2024-03-31 21 $3,000 21
   VALLEY NATIONAL ADVISERS INC 872 *New 2024-03-31 31 $3,000 31
   Pinnacle Bank 811 *New 2024-03-31 5 $1,000 5
   Blackston Financial Advisory Group LLC 198 *New 2024-03-31 9 $1,000 9
   GRADIENT INVESTMENTS LLC 1582 *New 2024-03-31 0 $0 0
  20 Records found
  1    
  Page 1 of 1
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