QQEW Institutional Ownership & Shareholders
FIRST TRUST NASDQ 100 EQ WEI (QQEW) is currently held by 269 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.08B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $205.03M, representing an estimated loss of -6.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
269
Total Reported Value
$1.08B
Largest Holder
Morgan Stanley
Largest Position
$218.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 1,368,025 | $218,336,844 | $205,029,464 | -$13,307,380 | -6.09% | |
| Wells Fargo & Company/Mn | 0.02% | 802,586 | $128,092,837 | $120,285,651 | -$7,807,186 | -6.09% | |
| Lpl Financial Llc | 0.02% | 634,074 | $101,198,184 | $95,030,319 | -$6,167,865 | -6.09% | |
| Raymond James Financial Inc | 0.02% | 391,041 | $62,410,104 | $58,606,331 | -$3,803,773 | -6.09% | |
| Royal Bank Of Canada | 0.01% | 295,085 | $47,096,000 | $44,225,156 | -$2,870,844 | -6.10% | |
| Ubs Group Ag | 0.01% | 270,962 | $43,245,535 | $40,609,779 | -$2,635,756 | -6.09% | |
| Stifel Financial Corp | 0.02% | 151,670 | $24,207,853 | $22,731,177 | -$1,476,676 | -6.10% | |
| Kestra Advisory Services, Llc | 0.06% | 136,579 | $22,225,480 | $20,469,450 | -$1,756,030 | -7.90% | |
| Osaic Holdings, Inc. | 0.02% | 123,270 | $19,684,449 | $18,474,795 | -$1,209,654 | -6.15% | |
| Gratus Wealth Advisors, Llc | 2.23% | 107,361 | $17,470,843 | $16,090,472 | -$1,380,371 | -7.90% | |
| Bank Of America Corp | 0.00% | 86,576 | $13,817,543 | $12,975,370 | -$842,173 | -6.09% | |
| Corient Private Wealth Llc | 0.02% | 85,194 | $13,597,172 | $12,768,246 | -$828,926 | -6.10% | |
| Envestnet Asset Management Inc | 0.00% | 82,793 | $13,213,785 | $12,408,402 | -$805,383 | -6.10% | |
| Commonwealth Equity Services, Llc | 0.02% | 72,543 | $11,804,865 | $10,872,208 | -$932,657 | -7.90% | |
| New England Private Wealth Advisors Llc | 1.08% | 69,334 | $11,282,766 | $10,391,267 | -$891,499 | -7.90% | |
| Cetera Investment Advisers | 0.01% | 68,383 | $10,913,875 | $10,248,738 | -$665,137 | -6.09% | |
| Granite Bay Wealth Management, Llc | 1.20% | 64,246 | $10,254,000 | $9,628,715 | -$625,285 | -6.10% | |
| Mml Investors Services, Llc | 0.02% | 60,744 | $9,694,728 | $9,103,861 | -$590,867 | -6.09% | |
| Goldman Sachs Group Inc | 0.00% | 57,444 | $9,168,062 | $8,609,282 | -$558,780 | -6.09% | |
| Trinity Wealth Management, Llc | 2.89% | 56,056 | $9,121,993 | $8,401,258 | -$720,735 | -7.90% | |
| Jpmorgan Chase & Co | 0.00% | 52,834 | $8,352,140 | $7,918,369 | -$433,771 | -5.19% | |
| Jones Financial Companies Lllp | 0.00% | 50,087 | $7,738,108 | $7,506,669 | -$231,439 | -2.99% | |
| Frisch Financial Group, Inc. | 1.28% | 46,886 | $7,482,963 | $7,026,927 | -$456,036 | -6.09% | |
| Pnc Financial Services Group, Inc. | 0.00% | 45,352 | $7,238,256 | $6,797,022 | -$441,234 | -6.10% | |
| Susquehanna International Group, Llp | 0.01% | 40,759 | $6,505,136 | $6,108,657 | -$396,479 | -6.09% | |
| Davis Investment Partners, Llc | 1.84% | 37,940 | $6,055,212 | $5,686,166 | -$369,046 | -6.09% | |
| B. Riley Wealth Advisors, Inc. | 0.24% | 36,891 | $6,003,215 | $5,528,950 | -$474,265 | -7.90% | |
| Ntv Asset Management Llc | 0.52% | 34,467 | $5,608,847 | $5,165,659 | -$443,188 | -7.90% | |
| Baird Financial Group, Inc. | 0.01% | 34,442 | $5,496,943 | $5,161,912 | -$335,031 | -6.09% | |
| Shakespeare Wealth Management, Llc | 1.06% | 33,584 | $5,465,124 | $5,033,321 | -$431,803 | -7.90% | |
| Vestmark Advisory Solutions, Inc. | 0.05% | 34,171 | $5,453,691 | $5,121,297 | -$332,394 | -6.09% | |
| Stenger Family Office, Llc | 0.72% | 32,644 | $5,265,625 | $4,892,441 | -$373,184 | -7.09% | |
| Darwin Wealth Management, Llc | 1.42% | 32,425 | $5,175,042 | $4,859,619 | -$315,423 | -6.10% | |
| Fiduciary Alliance Llc | 0.37% | 30,091 | $4,896,708 | $4,509,816 | -$386,892 | -7.90% | |
| Crumly & Associates Inc. | 0.84% | 29,243 | $4,758,713 | $4,382,724 | -$375,989 | -7.90% | |
| Cresset Asset Management, Llc | 0.02% | 29,797 | $4,755,657 | $4,465,754 | -$289,903 | -6.10% | |
| Geneos Wealth Management Inc. | 0.09% | 27,541 | $4,395,566 | $4,127,641 | -$267,925 | -6.10% | |
| Choreo, Llc | 0.04% | 25,878 | $4,211,184 | $3,878,403 | -$332,781 | -7.90% | |
| Truist Financial Corp | 0.00% | 25,209 | $4,102,299 | $3,778,138 | -$324,161 | -7.90% | |
| Guardian Wealth Advisors, Llc / Nc | 0.22% | 24,472 | $3,905,732 | $3,667,682 | -$238,050 | -6.09% | |
| Rockefeller Capital Management L.P. | 0.01% | 23,428 | $3,739,212 | $3,511,215 | -$227,997 | -6.10% | |
| Cozad Asset Management Inc | 0.24% | 23,148 | $3,694,363 | $3,469,251 | -$225,112 | -6.09% | |
| Vise Technologies, Inc. | 0.03% | 22,529 | $3,666,169 | $3,376,480 | -$289,689 | -7.90% | |
| Clear Creek Financial Management, Llc | 0.27% | 21,941 | $3,570,505 | $3,288,355 | -$282,150 | -7.90% | |
| D.A. Davidson & Co. | 0.02% | 21,420 | $3,485,732 | $3,210,271 | -$275,461 | -7.90% | |
| Concurrent Investment Advisors, Llc | 0.02% | 20,273 | $3,299,105 | $3,038,367 | -$260,738 | -7.90% | |
| Integrated Wealth Concepts Llc | 0.02% | 20,045 | $3,199,165 | $3,004,196 | -$194,969 | -6.09% | |
| Newedge Advisors, Llc | 0.01% | 19,981 | $3,188,897 | $2,994,604 | -$194,293 | -6.09% | |
| Spire Wealth Management | 0.10% | 19,341 | $3,147,287 | $2,898,686 | -$248,601 | -7.90% | |
| Independent Financial Group, Llc | 0.06% | 19,319 | $3,143,781 | $2,895,389 | -$248,392 | -7.90% |
Frequently asked questions about QQEW
Who are the largest institutional holders of QQEW?
The largest institutional holders of QQEW reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, Raymond James Financial Inc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported QQEW position.
What is QQEW institutional ownership?
This page tracks QQEW positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST NASDQ 100 EQ WEI (QQEW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QQEW?
InsiderSet currently tracks 269 institutional managers reporting QQEW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QQEW shareholders.
How much QQEW stock do institutions own?
Institutional investment managers disclosed approximately $1.08B in QQEW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QQEW institutional ownership last updated?
The latest QQEW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QQEW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QQEW position after the reporting date.
Are institutions buying or selling QQEW?
Institutional buying and selling can be analyzed by comparing QQEW positions across consecutive 13F reporting periods. InsiderSet's QQEW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QQEW ownership changes.
How has QQEW institutional ownership changed over time?
InsiderSet tracks QQEW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.