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Disclosery

QQEW FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

243 managers (245 13F filers) reported a position in QQEW shares at 2024-12-31, 10,034,946 shares in all. 21 filers opened a position and 14 filers sold out during the quarter.

Managers
243
13F filers
245
New
21
Added
75
Reduced
77
Sold out
14
Shares held by filers
10,034,946

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Manchester Capital Management LLC1,100$137K0.02%013F-HRTimeline
Clearstead Advisors, LLC1,089$136K<0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC978$122K<0.01%+113F-HRTimelineGroup
Allworth Financial LP924$121K<0.01%+28213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC926$116K<0.01%+43613F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC876$109K0.02%013F-HRTimeline
SIGNATUREFD, LLC812$102K<0.01%+22613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.800$100K<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC665$83.1K0.05%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.571$72.3K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc562$70.2K<0.01%-28013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC550$68.7K<0.01%013F-HRTimeline
Avior Wealth Management, LLC550$68.7K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC450$56.2K0.02%13F-HRTimeline
Larson Financial Group LLC408$51K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.405$50.5K<0.01%-6013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC400$50K<0.01%new13F-HR/ATimelineGroup
Coppell Advisory Solutions LLC325$40.8K0.01%013F-HRTimeline
ORG Partners LLC286$35.7K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB250$31.2K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC197$24.6K0.02%13F-HRTimeline
Hemington Wealth Management194$24K0.01%013F-HRTimeline
PFS Partners, LLC160$20K0.01%013F-HRTimeline
NFSG Corp108$13.5K<0.01%new13F-HRTimeline
LRI Investments, LLC106$13.2K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC105$13.1K0.01%013F-HRTimeline
MAI Capital Management90$11.3K<0.01%new13F-HRTimeline
Caitlin John, LLC90$11.2K0.01%013F-HRTimeline
Transcendent Capital Group LLC85$10.6K0.01%+113F-HRTimeline
Blue Trust, Inc.75$9.37K<0.01%013F-HR/ATimeline
Legend Financial Advisors, Inc.71$8.87K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…65$8.12K<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.58$7.25K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC57$7.12K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc54$6.74K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates50$6.25K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC46$5.72K<0.01%13F-HRTimeline
Financial Life Planners40$5.01K<0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC40$5K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC25$3.12K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.10$1.25K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC8$1.02K<0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.5$625<0.01%013F-HRTimeline