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First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW) Institutional Ownership

First Trust NASDAQ-100 Equal Weighted Index Fund logo
$136.88 +0.34 (+0.25%)
As of 07/2/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust NASDAQ-100 Equal Weighted Index Fund (NASDAQ:QQEW)

Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$336.63M
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$156.62M
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QQEW Institutional Buying and Selling by Quarter

First Trust NASDAQ-100 Equal Weighted Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025Crumly & Associates Inc.34,829$4.75M1.2%-10.2%0.244%
7/1/2025 Park National Corp OH8,541$1.17M0.0%+11.3%0.060%
6/27/2025Goldman Sachs Group Inc.2,381$288K0.0%-85.3%0.017%
5/29/2025Nova Wealth Management Inc.977$118K0.1%-21.1%0.007%
5/21/2025Geneos Wealth Management Inc.28,858$3.49M0.1%-2.9%0.203%
5/19/2025Jane Street Group LLC11,232$1.36M0.0%+29.1%0.079%
5/16/2025Ashton Thomas Private Wealth LLC2,606$315K0.0%-4.2%0.018%
5/16/2025Goldman Sachs Group Inc.2,381$288K0.0%-85.3%0.017%
5/16/2025Jones Financial Companies Lllp14,990$1.81M0.0%+5.7%0.105%
5/15/2025Royal Bank of Canada327,810$39.64M0.0%+14.9%2.300%
5/15/2025Baird Financial Group Inc.56,465$6.83M0.0%+0.2%0.396%
5/15/2025Beck Bode LLC5,564$673K0.1%-20.3%0.039%
5/14/2025Comerica Bank11,616$1.41M0.0%-14.1%0.082%
5/14/2025Northwestern Mutual Wealth Management Co.8,316$1.01M0.0%-6.7%0.058%
5/14/2025Kestra Advisory Services LLC100,455$12.15M0.1%+14.7%0.705%
5/14/2025Purus Wealth Management LLC8,108$980K0.4%-2.7%0.057%
5/14/2025Frisch Financial Group Inc.64,982$7.86M2.2%-0.8%0.456%
5/13/2025Tyler Stone Wealth Management8,099$979K0.2%-5.2%0.057%
5/13/2025Raymond James Financial Inc.930,002$112.47M0.0%-2.5%6.526%
5/13/2025Kovitz Investment Group Partners LLC1,831$221K0.0%N/A0.013%
5/13/2025Vestmark Advisory Solutions Inc.34,271$4.14M0.1%-8.6%0.240%
5/13/2025HighTower Advisors LLC63,348$7.66M0.0%-0.9%0.445%
5/12/2025Benjamin Edwards Inc.12,985$1.57M0.0%+0.9%0.091%
5/12/2025Potentia Wealth3,929$475K0.2%-13.7%0.028%
5/9/2025Atria Wealth Solutions Inc.8,488$1.03M0.0%-32.2%0.060%
5/9/2025Sound Financial Strategies Group LLC18,077$2.19M2.0%N/A0.127%
5/9/2025Commonwealth Equity Services LLC171,572$20.75M0.0%-11.2%1.204%
5/9/2025Scotia Capital Inc.10,703$1.29M0.0%-2.2%0.075%
5/9/2025PNC Financial Services Group Inc.41,306$5.00M0.0%+2.3%0.290%
5/8/2025Mullooly Asset Management Inc.3,216$389K0.0%N/A0.023%
5/8/2025Baker Avenue Asset Management LP19,949$2.41M0.1%+3.5%0.140%
5/8/2025Moors & Cabot Inc.10,536$1.27M0.1%+8.1%0.074%
5/8/2025US Bancorp DE5,466$661K0.0%-9.1%0.038%
5/8/2025Elios Financial Group Inc.45,764$5.53M2.7%-0.6%0.322%
5/8/2025Harbour Investments Inc.5,975$723K0.0%-45.8%0.042%
5/8/2025360 Financial Inc.5,999$726K0.3%+2.6%0.042%
5/8/2025Arkadios Wealth Advisors14,228$1.72M0.1%+4.4%0.100%
5/8/2025Marshall Investment Management LLC15,847$1.92M1.2%-8.2%0.112%
5/8/2025Geneos Wealth Management Inc.34,764$4.20M0.1%+16.9%0.245%
5/8/2025Cozad Asset Management Inc.25,157$3.04M0.3%-2.4%0.177%
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5/7/2025Foundations Investment Advisors LLC8,170$988K0.0%-33.4%0.057%
5/7/2025LPL Financial LLC829,119$100.27M0.0%-3.2%5.818%
5/6/2025Assetmark Inc.704$85K0.0%-24.0%0.005%
5/6/2025Cetera Investment Advisers110,051$13.31M0.0%+7.4%0.772%
5/6/2025Avantax Advisory Services Inc.18,466$2.23M0.0%-7.6%0.130%
5/6/2025AE Wealth Management LLC5,436$657K0.0%N/A0.038%
5/6/2025Gratus Wealth Advisors LLC262,357$31.73M5.2%+35.6%1.841%
5/6/2025BlueChip Wealth Advisors LLC5,334$645K0.3%-6.3%0.037%
5/6/2025Choreo LLC30,706$3.71M0.1%-1.9%0.215%
5/5/2025Kestra Private Wealth Services LLC46,304$5.60M0.1%-9.9%0.325%
5/5/2025Private Advisor Group LLC20,458$2.47M0.0%-3.1%0.144%
5/2/2025Sachetta LLC9,074$1.10M0.4%-8.7%0.063%
5/2/2025Wealthfront Advisers LLC6,554$793K0.0%+2.5%0.046%
5/2/2025Sigma Planning Corp2,460$298K0.0%-42.5%0.017%
5/1/2025CWM LLC1,418$171K0.0%+45.0%0.010%
5/1/2025Hughes Financial Services LLC543$66K0.0%N/A0.004%
5/1/2025Pittenger & Anderson Inc.1,000$121K0.0%-12.3%0.007%
5/1/2025Gateway Wealth Partners LLC11,135$1.35M0.3%-1.4%0.077%
4/30/2025POM Investment Strategies LLC37,533$4.54M5.3%-10.2%0.261%
4/30/2025Pineridge Advisors LLC265$32K0.0%N/A0.002%
4/30/2025Valeo Financial Advisors LLC1,924$233K0.0%-15.2%0.013%
4/30/2025Stratos Wealth Partners LTD.10,881$1.32M0.0%+7.0%0.076%
4/30/2025NTV Asset Management LLC43,712$5.29M0.7%-1.4%0.304%
4/30/2025Garrett Wealth Advisory Group LLC4,429$536K0.1%-9.2%0.031%
4/29/2025Envestnet Asset Management Inc.151,124$18.28M0.0%-24.8%1.049%
4/29/2025Burke & Herbert Bank & Trust Co.13,248$1.60M0.4%-3.7%0.092%
4/29/2025Strategic Blueprint LLC96,977$11.73M0.6%+6.6%0.673%
4/29/2025OneDigital Investment Advisors LLC3,978$481K0.0%-2.7%0.028%
4/28/2025D.A. Davidson & CO.10,371$1.25M0.0%-39.4%0.072%
4/28/2025Private Trust Co. NA1,557$188K0.0%-10.8%0.011%
4/28/2025DAVENPORT & Co LLC26,312$3.18M0.0%-11.4%0.182%
4/28/2025Clear Creek Financial Management LLC21,544$2.61M0.3%-1.2%0.149%
4/25/2025WealthBridge Capital Management LLC15,555$1.88M0.5%+58.7%0.108%
4/24/2025Kraft Davis & Associates LLC17,061$1.95M0.6%-1.8%0.118%
4/23/2025Virtus Wealth Solutions LLC84,979$10.28M3.1%-5.4%0.584%
4/23/2025International Assets Investment Management LLC10,552$1.28M0.0%+7.8%0.073%
4/23/2025AIFG Consultants Ltd.8,370$1.01M1.7%-8.8%0.058%
4/23/2025Oppenheimer & Co. Inc.12,176$1.47M0.0%N/A0.084%
4/22/2025Cambridge Investment Research Advisors Inc.72,710$8.79M0.0%+8.6%0.500%
4/22/2025Crumly & Associates Inc.38,790$4.69M1.3%-10.9%0.267%
4/22/2025Advisor Resource Council4,009$485K0.0%N/A0.028%
4/21/2025Envestnet Portfolio Solutions Inc.2,109$255K0.0%-6.2%0.014%
4/21/2025Luken Investment Analytics LLC12,312$1.49M0.7%-19.7%0.085%
4/21/2025Kingswood Wealth Advisors LLC2,917$355K0.0%N/A0.020%
4/18/2025JP Wealth Management Inc.127,134$15.37M5.0%+5.5%0.874%
4/18/2025Cornerstone Wealth Management LLC1,881$228K0.0%N/A0.013%
4/17/2025Sagespring Wealth Partners LLC4,009$485K0.0%-36.7%0.027%
4/17/2025Sowell Financial Services LLC19,075$2.31M0.1%-1.0%0.130%
4/17/2025Janney Montgomery Scott LLC15,121$1.83M0.0%+64.6%0.103%
4/17/2025Columbus Macro LLC12,760$1.54M0.2%N/A0.087%
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4/17/2025Cyndeo Wealth Partners LLC2,199$266K0.0%-4.8%0.015%
4/17/2025Good Life Advisors LLC125,383$15.16M1.1%-0.1%0.853%
4/17/2025Atlas Private Wealth Advisors151,330$18.30M2.6%-19.5%1.029%
4/16/2025Wealth Enhancement Advisory Services LLC10,320$1.25M0.0%+4.5%0.070%
4/15/2025Davis Investment Partners LLC46,467$5.40M2.3%-0.2%0.316%
4/15/2025CX Institutional79,859$9.66M0.4%+41.4%0.541%
4/14/2025Park Avenue Securities LLC2,350$284K0.0%+7.2%0.016%
4/11/2025Generali Investments Management Co LLC19,527$2.36M0.7%+100.1%0.133%
4/10/2025Secure Asset Management LLC13,665$1.65M0.3%+0.8%0.093%
4/10/2025Whipplewood Advisors LLC2,849$345K0.1%+328.4%0.019%
(Data available from 1/1/2016 forward)

QQEW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QQEW shares?

During the previous two years, 261 institutional investors and hedge funds held shares of First Trust NASDAQ-100 Equal Weighted Index Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($140.12M), Raymond James Financial Inc. ($112.47M), LPL Financial LLC ($100.27M), Raymond James & Associates ($98.12M), UBS Group AG ($62.58M), Bank of America Corp DE ($40.32M), and Royal Bank of Canada ($39.64M).Learn more on First Trust NASDAQ-100 Equal Weighted Index Fund's institutional investors.

Which institutional investors have been buying First Trust NASDAQ-100 Equal Weighted Index Fund's stock?

Of the 222 institutional investors that purchased First Trust NASDAQ-100 Equal Weighted Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.21M), Raymond James Financial Inc. ($953.59K), AdvisorShares Investments LLC ($419.58K), LPL Financial LLC ($413.50K), Osaic Holdings Inc. ($327.19K), Wells Fargo & Company MN ($268.75K), and Gratus Wealth Advisors LLC ($223.12K).

How much institutional buying is happening at First Trust NASDAQ-100 Equal Weighted Index Fund?

Institutional investors have bought a total of 2,705,640 shares in the last 24 months. This purchase volume represents approximately $336.63M in transactions.

Which of First Trust NASDAQ-100 Equal Weighted Index Fund's major shareholders have been selling company stock?

Of the 114 institutional investors that sold First Trust NASDAQ-100 Equal Weighted Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($153.13K), Good Life Advisors LLC ($119.87K), AIFG Consultants Ltd. ($100.76K), Crumly & Associates Inc. ($99.16K), Private Advisor Group LLC ($87.69K), Atlas Private Wealth Advisors ($81.49K), and Envestnet Asset Management Inc. ($59.65K).

How much institutional selling is happening at First Trust NASDAQ-100 Equal Weighted Index Fund?

Institutional investors have sold a total of 1,263,833 shares in the last 24 months. This volume of shares sold represents approximately $156.62M in transactions.



This page (NASDAQ:QQEW) was last updated on 7/3/2025 by MarketBeat.com Staff
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