FIRST TRUST NASDQ 100 EQ WEI (QQEW) Institutional Shareholders

FIRST TRUST NASDQ 100 EQ WEI (QQEW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.07B in QQEW holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of QQEW tracked by InsiderSet, reporting ownership valued at approximately $218.34M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $215.35M, representing an estimated loss of -1.37% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed QQEW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST NASDQ 100 EQ WEI (QQEW).

This page ranks the largest institutional QQEW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

261

Total Reported Value

$1.07B

Largest Holder

Morgan Stanley

Largest Position

$218.34M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

48

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.01%1,368,025$218,336,844$215,346,151-$2,990,693-1.37%
Wells Fargo & Company/Mn0.02%802,586$128,092,837$126,338,192-$1,754,645-1.37%
Lpl Financial Llc0.02%634,074$101,198,184$99,812,061-$1,386,123-1.37%
Raymond James Financial Inc0.02%391,041$62,410,104$61,555,289-$854,815-1.37%
Royal Bank Of Canada0.01%295,085$47,096,000$46,450,481-$645,519-1.37%
Ubs Group Ag0.01%270,962$43,245,535$42,653,185-$592,350-1.37%
Stifel Financial Corp0.02%151,670$24,207,853$23,874,966-$332,887-1.38%
Kestra Advisory Services, Llc0.07%136,087$21,719,486$21,421,985-$297,501-1.37%
Osaic Holdings, Inc.0.02%123,270$19,684,449$19,404,411-$280,038-1.42%
Gratus Wealth Advisors, Llc2.19%107,823$17,208,539$16,972,839-$235,700-1.37%
Commonwealth Equity Services, Llc0.02%86,960$13,878,790$13,688,713-$190,077-1.37%
Bank Of America Corp0.00%86,576$13,817,543$13,628,266-$189,277-1.37%
Corient Private Wealth Llc0.02%85,194$13,597,172$13,410,720-$186,452-1.37%
Envestnet Asset Management Inc0.00%82,793$13,213,785$13,032,769-$181,016-1.37%
Cx Institutional0.36%78,961$12,602,000$12,429,559-$172,441-1.37%
Cetera Investment Advisers0.01%68,383$10,913,875$10,764,435-$149,440-1.37%
New England Private Wealth Advisors Llc1.01%69,371$10,477,038$10,919,960+$442,922+4.23%
Granite Bay Wealth Management, Llc1.20%64,246$10,254,000$10,113,213-$140,787-1.37%
Mml Investors Services, Llc0.02%60,744$9,694,728$9,561,950-$132,778-1.37%
Goldman Sachs Group Inc0.00%57,444$9,168,062$9,042,484-$125,578-1.37%
Jpmorgan Chase & Co0.00%52,834$8,352,140$8,316,806-$35,334-0.42%
Jones Financial Companies Lllp0.00%50,087$7,738,108$7,884,390+$146,282+1.89%
Frisch Financial Group, Inc.1.28%46,886$7,482,963$7,380,508-$102,455-1.37%
Pnc Financial Services Group, Inc.0.00%45,352$7,238,256$7,139,035-$99,221-1.37%
Susquehanna International Group, Llp0.01%40,759$6,505,136$6,416,033-$89,103-1.37%
Davis Investment Partners, Llc1.84%37,940$6,055,212$5,972,283-$82,929-1.37%
Ntv Asset Management Llc0.55%35,292$5,632,635$5,555,451-$77,184-1.37%
Baird Financial Group, Inc.0.01%34,442$5,496,943$5,421,650-$75,293-1.37%
Vestmark Advisory Solutions, Inc.0.05%34,171$5,453,691$5,378,990-$74,701-1.37%
Stenger Family Office, Llc0.84%32,925$5,254,900$5,182,853-$72,047-1.37%
Axxcess Wealth Management, Llc0.08%32,425$5,175,042$5,104,146-$70,896-1.37%
Darwin Wealth Management, Llc1.42%32,425$5,175,042$5,104,146-$70,896-1.37%
Cresset Asset Management, Llc0.02%29,797$4,755,657$4,690,462-$65,195-1.37%
Crumly & Associates Inc.0.89%29,243$4,667,183$4,603,255-$63,928-1.37%
Geneos Wealth Management Inc.0.09%27,541$4,395,566$4,335,336-$60,230-1.37%
Truist Financial Corp0.01%26,727$4,265,666$4,207,201-$58,465-1.37%
Choreo, Llc0.05%26,080$4,162,311$4,105,355-$56,956-1.37%
Guardian Wealth Advisors, Llc / Nc0.22%24,472$3,905,732$3,852,233-$53,499-1.37%
Rockefeller Capital Management L.P.0.01%23,428$3,739,212$3,687,893-$51,319-1.37%
Cozad Asset Management Inc0.24%23,148$3,694,363$3,643,817-$50,546-1.37%
Clear Creek Financial Management, Llc0.23%22,197$3,542,687$3,494,116-$48,571-1.37%
Vise Technologies, Inc.0.04%21,558$3,440,722$3,393,529-$47,193-1.37%
D.A. Davidson & Co.0.02%21,458$3,424,751$3,377,787-$46,964-1.37%
Bip Wealth, Llc0.09%20,385$3,253,456$3,208,882-$44,574-1.37%
B. Riley Wealth Advisors, Inc.0.10%26,877$3,250,226$4,230,813+$980,587+30.17%
Integrated Wealth Concepts Llc0.02%20,045$3,199,165$3,155,362-$43,803-1.37%
Newedge Advisors, Llc0.01%19,981$3,188,897$3,145,287-$43,610-1.37%
Independent Financial Group, Llc0.06%19,469$3,107,252$3,064,691-$42,561-1.37%
Spire Wealth Management0.09%19,341$3,086,751$3,044,542-$42,209-1.37%
Davenport & Co Llc0.02%19,168$3,059,210$3,017,310-$41,900-1.37%
Showing 50 of 261

Frequently asked questions about QQEW

  • Who owns the most QQEW stock?

    The largest holders of QQEW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST NASDQ 100 EQ WEI (QQEW).

  • Is QQEW widely held by superinvestors?

    Many widely followed stocks like QQEW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QQEW is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.