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Get Institutions for : 
First Trust NASDAQ-100 Equal Weight Idx (QQEW)  
$122.96 0.83 (0.68%) as of 4:30 Fri 5/24


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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  : 
15.41 (14.33%)  




 
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
   ROYAL BANK OF CANADA 897 - 2024-03-31 260,390 $32,262,000 24,022
   ENVESTNET ASSET MANAGEMENT INC 924 - 2024-03-31 222,918 $27,619,000 2,232
   AFFINITY WEALTH MANAGEMENT 9 - 2024-03-31 201,271 $24,937,000 1,963
   Gratus Wealth Advisors LLC 11 - 2024-03-31 190,995 $22,157,000 149,416
   KESTRA PRIVATE WEALTH SERVICES LLC 46 - 2024-03-31 155,332 $19,246,000 958
   Good Life Advisors LLC 14 - 2024-03-31 133,941 $16,595,000 1,886
   Crumly & Associates Inc. 4 - 2024-03-31 130,065 $16,115,000 103,599
   Garrett Wealth Advisory Group LLC 7 - 2024-03-31 99,117 $12,281,000 1,304
   KICKSTAND VENTURES LLC. 8 - 2024-03-31 94,446 $11,702,000 43,132
   Kestra Advisory Services LLC 285 - 2024-03-31 87,881 $10,888,000 2,204
   New England Private Wealth Advisors LLC 16 - 2024-03-31 78,117 $9,659,000 164
   Strategic Blueprint LLC 31 - 2024-03-31 76,957 $9,535,000 9,735
   CI Private Wealth LLC 551 - 2024-03-31 72,238 $8,950,000 2,826
   HIGHTOWER ADVISORS, LLC 732 - 2024-03-31 71,959 $8,908,000 55,383
   Cetera Investment Advisers 711 - 2024-03-31 71,364 $8,842,000 56,632
   Rockefeller Capital Management L.P. 551 - 2024-03-31 67,102 $8,314,000 1,379
   Equitable Holdings Inc. 171 - 2024-03-31 66,580 $8,249,000 664
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 738 - 2024-03-31 64,714 $8,018,000 22,203
   MML INVESTORS SERVICES LLC 483 - 2024-03-31 62,892 $7,792,000 5,604
   Integrated Wealth Concepts LLC 199 - 2024-03-31 61,113 $7,572,000 12,278
   DAVENPORT & CO LLC 237 - 2024-03-31 59,418 $7,362,000 2,844
   FINANCIAL NETWORK 539 - 2024-03-31 50,429 $6,248,000 15,054
   GOLDMAN SACHS GROUP INC/ 2415 - 2024-03-31 48,655 $6,028,000 48,655
   CX Institutional 94 - 2024-03-31 42,617 $5,280,000 4,749
   POM Investment Strategies LLC 11 - 2024-03-31 42,202 $5,229,000 1,075
   PNC FINANCIAL SERVICES GROUP INC 669 - 2024-03-31 38,209 $4,734,000 369
   Vestmark Advisory Solutions Inc. 123 - 2024-03-31 36,978 $4,582,000 1,266
   Ausdal Financial Partners Inc. 43 - 2024-03-31 34,023 $4,215,000 405
   DANA INVESTMENT ADVISORS INC 199 - 2024-03-31 32,121 $3,980,000 246
   CITIGROUP INC 1350 - 2024-03-31 32,001 $3,965,000 9,328
   PROSPERA FINANCIAL SERVICES 179 - 2023-12-31 33,403 $3,923,000 28,387
   Cyndeo Wealth Partners LLC 103 - 2024-03-31 28,166 $3,490,000 9,527
   COZAD ASSET MANAGEMENT INC 80 - 2024-03-31 25,470 $3,156,000 926
   Ameritas Advisory Services LLC 168 - 2024-03-31 25,462 $3,154,000 2,276
   BAKER AVENUE ASSET MANAGEMENT, LP 138 - 2024-03-31 21,157 $2,621,000 569
   RAYMOND JAMES TRUST CO 284 - 2024-03-31 18,962 $2,349,000 1,191
   Steward Partners Investment Advisory LLC 574 - 2024-03-31 16,805 $2,082,000 186
   HARBOR INVESTMENT ADVISORY LLC 88 - 2024-03-31 15,662 $1,941,000 2,389
   MARINER WEALTH ADVISORS, LLC 1125 - 2024-03-31 15,489 $1,919,000 6,026
   RENAISSANCE TECHNOLOGIES LLC 2061 - 2024-03-31 15,400 $1,908,000 6,000
   U.S. Capital Wealth Advisors LLC 259 - 2024-03-31 14,087 $1,745,000 106
   MULTIFINANCIAL SECURITIES CORP 882 - 2024-03-31 13,921 $1,725,000 8,316
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 855 - 2024-03-31 12,859 $1,593,000 3,665
   BENJAMIN F. EDWARDS & COMPANY INC. 401 - 2024-03-31 12,671 $1,570,000 68
   BlueChip Wealth Advisors LLC 26 - 2024-03-31 12,118 $1,501,000 232
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 147 - 2024-03-31 11,392 $1,408,000 1,014
   GTS SECURITIES LLC 467 - 2024-03-31 10,313 $1,278,000 10,313
   HARBOUR INVESTMENTS INC. 308 - 2023-12-31 10,733 $1,261,000 5,312
   PRIVATE TRUST CO NA 192 - 2024-03-31 8,946 $1,108,000 175
   TOWER RESEARCH CAPITAL LLC 471 - 2024-03-31 8,924 $1,106,000 8,924
   CIBC WORLD MARKETS INC. 726 - 2024-03-31 8,719 $1,080,000 627
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1229 - 2024-03-31 8,056 $998,000 1,632
   SYNOVUS FINANCIAL CORP 502 - 2024-03-31 6,527 $810,000 1,010
   IFP Advisors Inc 437 - 2023-12-31 6,625 $778,000 5,152
   Beacon Pointe Advisors LLC 781 - 2024-03-31 5,633 $698,000 756
   BANK OF MONTREAL /CAN/ 1874 - 2024-03-31 5,466 $682,000 3,563
   CENTAURUS FINANCIAL INC. 321 - 2024-03-31 5,467 $677,000 308
   Wealthfront Advisers LLC 688 - 2024-03-31 5,352 $663,000 98
   Tyler-Stone Wealth Management 68 - 2024-03-31 5,348 $663,000 892
   Resources Investment Advisors Inc. 657 - 2024-03-31 5,085 $630,000 496
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 259 - 2024-03-31 4,985 $618,000 1,724
   BARRETT & COMPANY INC. 64 - 2024-03-31 4,722 $585,000 637
   Snowden Capital Advisors LLC 735 - 2024-03-31 4,146 $514,000 1,888
   Pensionmark Financial Group LLC 224 - 2024-03-31 3,745 $464,000 90
   tru Independence LLC 84 - 2024-03-31 3,380 $419,000 196
   GREAT VALLEY ADVISOR GROUP INC. 532 - 2024-03-31 3,380 $418,000 342
   Per Stirling Capital Management LLC. 163 - 2024-03-31 3,335 $413,000 374
   FMR LLC 2682 - 2024-03-31 2,754 $341,000 954
   Peterson Wealth Advisors LLC 53 - 2024-03-31 2,727 $338,000 35
   CREATIVE PLANNING 2147 - 2024-03-31 2,697 $334,000 579
   Envestnet Portfolio Solutions Inc. 1317 - 2024-03-31 2,623 $325,000 156
   LINCOLN NATIONAL CORP 948 - 2024-03-31 2,389 $296,000 2
   Valeo Financial Advisors LLC 523 - 2024-03-31 2,367 $280,000 65
   CEERA INVESTMENTS LLC 75 - 2024-03-31 2,230 $276,000 185
   GSA CAPITAL PARTNERS LLP 1279 - 2024-03-31 2,157 $267,000 403
   Mirador Capital Partners LP 173 - 2024-03-31 2,079 $258,000 62
   Financial Advocates Investment Management 649 - 2024-03-31 2,075 $257,000 145
   VALMARK ADVISERS INC 470 - 2024-03-31 2,069 $256,000 6
   CWM LLC 1654 - 2024-03-31 1,184 $147,000 65
   MANCHESTER CAPITAL MANAGEMENT LLC 363 - 2024-03-31 1,100 $136,000 100
   Global Trust Asset Management LLC 196 - 2024-03-31 1,065 $132,000 95
   ICA Group Wealth Management LLC 371 - 2024-03-31 942 $117,000 542
   HANSON MCCLAIN, INC. 1086 - 2024-03-31 651 $81,000 3
   MARK SHEPTOFF FINANCIAL PLANNING LLC 147 - 2024-03-31 605 $75,000 25
   PROEQUITIES INC. 1115 - 2024-03-31 470 $58,000 320
   Coppell Advisory Solutions LLC 562 - 2023-12-31 325 $38,000 294
   SIGNATUREFD, LLC 1734 - 2024-03-31 282 $35,000 123

  87 Records found
  1    
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