QQEW Institutional Ownership
First Trust Nasdaq-100 Select Equal Weight ETF
1W: -0.1%
1M: +1.2%
3M: +2.5%
YTD: +15.8%
1Y: +15.5%
3Y: +61.0%
5Y: +45.5%
$163.66
+0.39 (+0.24%)
Weekly Expected Move ±2.4%
$156
$160
$164
$168
$172
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Institutional Ownership — QQEW
283
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
33
New Positions
57
Increased
120
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (298 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,368,025 | 224M | -63,221 | -4.4% | 60Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 802,586 | 131M | -66,080 | -7.6% | 71Q | SEC ↗ |
| 3 | LPL Financial LLC | 634,074 | 104M | -35,238 | -5.3% | 61Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 391,041 | 64M | -200,768 | -33.9% | 7Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 295,085 | 48M | +3,231 | +1.1% | 67Q | SEC ↗ |
| 6 | UBS Group AG | 270,962 | 44M | -2,940 | -1.1% | 47Q | SEC ↗ |
| 7 | STIFEL FINANCIAL CORP | 151,670 | 25M | -4,711 | -3.0% | 49Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 136,087 | 22M | +2,114 | +1.6% | 24Q | SEC ↗ |
| 9 | Granite Bay Wealth Management, LLC | 128,492 | 21M | +65,634 | +104.4% | 4Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 123,270 | 20M | +770 | +0.6% | 26Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 118,527 | 19M | -46,584 | -28.2% | 38Q | SEC ↗ |
| 12 | Gratus Wealth Advisors, LLC | 107,823 | 18M | +1,379 | +1.3% | 11Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 86,960 | 14M | +1,037 | +1.2% | 35Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 86,576 | 14M | -1,136 | -1.3% | 15Q | SEC ↗ |
| 15 | Corient Private Wealth LP | 85,194 | 14M | +81,243 | +2056.3% | 11Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 82,793 | 14M | -9,946 | -10.7% | 31Q | SEC ↗ |
| 17 | CX Institutional | 78,961 | 13M | +2,379 | +3.1% | 11Q | SEC ↗ |
| 18 | New England Private Wealth Advisors LL | 69,371 | 11M | +4 | +0.0% | 47Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 68,383 | 11M | -19,587 | -22.3% | 17Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 60,744 | 10M | +12,200 | +25.1% | 16Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 57,444 | 9M | -148,843 | -72.2% | 4Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 52,834 | 9M | -7,704 | -12.7% | 12Q | SEC ↗ |
| 23 | HighTower Advisors, LLC | 50,976 | 8M | -1,228 | -2.4% | 14Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 50,087 | 8M | +689 | +1.4% | 16Q | SEC ↗ |
| 25 | Frisch Financial Group, Inc. | 46,886 | 8M | -2,187 | -4.5% | 31Q | SEC ↗ |
| 26 | PNC Financial Services Group, Inc. | 45,352 | 7M | -1,029 | -2.2% | 15Q | SEC ↗ |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,759 | 7M | +29,273 | +254.9% | 11Q | SEC ↗ |
| 28 | Davis Investment Partners, LLC | 37,940 | 6M | +1,941 | +5.4% | 15Q | SEC ↗ |
| 29 | NTV Asset Management LLC | 35,292 | 6M | -225 | -0.6% | 62Q | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 34,442 | 6M | -14,523 | -29.7% | 30Q | SEC ↗ |
| 31 | Vestmark Advisory Solutions, Inc. | 34,171 | 6M | +68 | +0.2% | 17Q | SEC ↗ |
| 32 | Stenger Family Office, LLC | 32,925 | 5M | -4,113 | -11.1% | 2Q | SEC ↗ |
| 33 | Darwin Wealth Management, LLC | 32,425 | 5M | +1,242 | +4.0% | 8Q | SEC ↗ |
| 34 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 32,425 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 35 | B. Riley Wealth Advisors, Inc. | 31,065 | 5M | +1,267 | +4.3% | 16Q | SEC ↗ |
| 36 | Cresset Asset Management, LLC | 29,797 | 5M | — | +0.0% | 9Q | SEC ↗ |
| 37 | Crumly & Associates Inc. | 29,243 | 5M | -1,977 | -6.3% | 11Q | SEC ↗ |
| 38 | Geneos Wealth Management Inc. | 27,541 | 5M | -1,018 | -3.6% | 7Q | SEC ↗ |
| 39 | TRUIST FINANCIAL CORP | 26,727 | 4M | -6,692 | -20.0% | 27Q | SEC ↗ |
| 40 | CHOREO, LLC | 26,080 | 4M | — | +0.0% | 11Q | SEC ↗ |
| 41 | GUARDIAN WEALTH ADVISORS, LLC / NC | 24,472 | 4M | -393 | -1.6% | 19Q | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 23,428 | 4M | -3,128 | -11.8% | 25Q | SEC ↗ |
| 43 | COZAD ASSET MANAGEMENT INC | 23,148 | 4M | -753 | -3.2% | 25Q | SEC ↗ |
| 44 | Clear Creek Financial Management, LLC | 22,197 | 4M | -919 | -4.0% | 10Q | SEC ↗ |
| 45 | Vise Technologies, Inc. NEW | 21,558 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 46 | D.A. DAVIDSON & CO. | 21,458 | 4M | +73 | +0.3% | 35Q | SEC ↗ |
| 47 | BIP Wealth, LLC | 20,385 | 3M | -86,829 | -81.0% | 10Q | SEC ↗ |
| 48 | Integrated Wealth Concepts LLC | 20,045 | 3M | +411 | +2.1% | 21Q | SEC ↗ |
| 49 | NewEdge Advisors, LLC | 19,981 | 3M | -318 | -1.6% | 17Q | SEC ↗ |
| 50 | INDEPENDENT FINANCIAL GROUP, LLC | 19,469 | 3M | -753 | -3.7% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 32,425 | 5M |
| Vise Technologies, Inc. | 21,558 | 4M |
| Kachkovsky & Fisher, Inc. | 9,413 | 2M |
| PRESILIUM PRIVATE WEALTH, LLC | 5,100 | 835K |
| AMERIPRISE FINANCIAL INC | 4,605 | 754K |
| Clear Harbor Asset Management, LLC | 3,104 | 508K |
| Ameritas Advisory Services, LLC | 2,953 | 483K |
| TruNorth Capital Management, LLC | 2,162 | 354K |
| PGIM Custom Harvest LLC | 2,069 | 339K |
| J.W. COLE ADVISORS, INC. | 1,940 | 318K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,853 | 303K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,761 | 288K |
| SUMMIT WEALTH GROUP LLC / CO | 1,573 | 257K |
| CARLSON FINANCIAL, INC. | 1,545 | 253K |
| Morton Capital Management LLC/CA | 1,545 | 253K |
| Argent Trust Co | 1,500 | 245K |
| Beacon Bank & Trust | 1,465 | 240K |
| HB Wealth Management, LLC | 1,457 | 238K |
| HighPoint Advisor Group LLC | 1,431 | 234K |
| Focus Financial Network, Inc. | 1,421 | 233K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 81,017 | 13M |
| Virtus Wealth Solutions LLC | 51,383 | 8M |
| Independent Advisor Alliance | 36,090 | 6M |
| Shakespeare Wealth Management, LLC | 34,878 | 6M |
| IronBridge Private Wealth, LLC | 16,721 | 3M |
| Hershey Financial Advisers, LLC | 12,697 | 2M |
| Larry Mathis Financial Planning, LL | 9,271 | 2M |
| Richard W. Paul & Associates, LLC | 8,169 | 1M |
| FOUNDERS FINANCIAL SECURITIES LLC | 7,469 | 1M |
| CENTAURUS FINANCIAL, INC. | 6,076 | 994K |
| POTENTIA WEALTH | 2,728 | 446K |
| NORTHERN TRUST CORP | 2,567 | 420K |
| Thrivent Financial for Lutherans | 2,335 | 382K |
| Concurrent Investment Advisors, LLC | 2,229 | 365K |
| GSA CAPITAL PARTNERS LLP | 2,065 | 338K |
| LOWE BROCKENBROUGH & CO INC | 2,060 | 337K |
| StoneX Group Inc. | 1,731 | 283K |
| TIAA TRUST, NATIONAL ASSOCIATION | 1,662 | 272K |
| BARR E S & CO | 1,500 | 245K |
| SHP Wealth Management | 640 | 105K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | +81,243 | +2056.3% | 85,194 |
| Granite Bay Wealth Management, LLC | +65,634 | +104.4% | 128,492 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +29,273 | +254.9% | 40,759 |
| MML INVESTORS SERVICES, LLC | +12,200 | +25.1% | 60,744 |
| XTX Topco Ltd | +6,590 | +390.9% | 8,276 |
| AE Wealth Management LLC | +4,676 | +69.3% | 11,425 |
| NOVEM GROUP | +3,500 | +87.5% | 7,500 |
| ROYAL BANK OF CANADA | +3,231 | +1.1% | 295,085 |
| Cerity Partners LLC | +3,164 | +165.7% | 5,073 |
| Clark Capital Management Group, Inc | +2,967 | +147.2% | 4,982 |
| CX Institutional | +2,379 | +3.1% | 78,961 |
| Private Advisor Group, LLC | +2,198 | +13.5% | 18,442 |
| Kestra Advisory Services, LLC | +2,114 | +1.6% | 136,087 |
| Bawa N Mallick Trust | +2,004 | +20.0% | 12,004 |
| Davis Investment Partners, LLC | +1,941 | +5.4% | 37,940 |
| HRT FINANCIAL LP | +1,814 | +26.9% | 8,555 |
| Tower Research Capital LLC (TRC) | +1,804 | +224.1% | 2,609 |
| Gratus Wealth Advisors, LLC | +1,379 | +1.3% | 107,823 |
| ASHTON THOMAS SECURITIES, LLC | +1,267 | +12.2% | 11,642 |
| B. Riley Wealth Advisors, Inc. | +1,267 | +4.3% | 31,065 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -200,768 | -33.9% | 391,041 |
| GOLDMAN SACHS GROUP INC | -148,843 | -72.2% | 57,444 |
| BIP Wealth, LLC | -86,829 | -81.0% | 20,385 |
| WELLS FARGO & COMPANY/MN | -66,080 | -7.6% | 802,586 |
| MORGAN STANLEY | -63,221 | -4.4% | 1,368,025 |
| TWO SIGMA INVESTMENTS, LP | -49,700 | -85.1% | 8,700 |
| Cambridge Investment Research Advis | -46,584 | -28.2% | 118,527 |
| LPL Financial LLC | -35,238 | -5.3% | 634,074 |
| Cetera Investment Advisers | -19,587 | -22.3% | 68,383 |
| Baird Financial Group, Inc. | -14,523 | -29.7% | 34,442 |
| JANE STREET GROUP, LLC | -13,485 | -85.2% | 2,343 |
| Gateway Wealth Partners, LLC | -11,239 | -49.8% | 11,319 |
| ENVESTNET ASSET MANAGEMENT INC | -9,946 | -10.7% | 82,793 |
| JPMORGAN CHASE & CO | -7,704 | -12.7% | 52,834 |
| CITADEL ADVISORS LLC | -6,783 | -48.6% | 7,182 |
| TRUIST FINANCIAL CORP | -6,692 | -20.0% | 26,727 |
| Prospera Financial Services Inc | -5,052 | -21.6% | 18,305 |
| Mariner, LLC | -4,802 | -61.0% | 3,074 |
| STIFEL FINANCIAL CORP | -4,711 | -3.0% | 151,670 |
| CITIGROUP INC | -4,555 | -24.7% | 13,904 |