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Disclosery

QQEW FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

245 managers (247 13F filers) reported a position in QQEW shares at 2025-12-31, 8,558,551 shares in all. 23 filers opened a position and 19 filers sold out during the quarter.

Managers
245
13F filers
247
New
23
Added
78
Reduced
77
Sold out
19
Shares held by filers
8,558,551

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC876$125K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC865$123K<0.01%013F-HRTimeline
Clearstead Advisors, LLC699$99.3K<0.01%-39213F-HRTimeline
SHP Wealth Management640$91K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.571$81.2K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC550$80.1K<0.01%013F-HRTimeline
Hughes Financial Services, LLC543$77.2K0.01%013F-HRTimeline
Garton & Associates Financial Advisors …530$75.3K0.04%13F-HRTimeline
Whipplewood Advisors, LLC500$71.1K0.05%013F-HRTimeline
Nova Wealth Management, Inc.471$66.9K0.05%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC457$65K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC455$64.7K0.01%-14413F-HRTimeline
Farther Finance Advisors, LLC447$63.5K<0.01%+11313F-HRTimeline
Golden State Wealth Management, LLC429$61K0.01%-813F-HRTimeline
Larson Financial Group LLC410$58.2K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.405$57.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC318$44.8K<0.01%+31813F-HRTimeline
ORG Partners LLC286$40.6K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC272$38.7K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.233$33K0.01%+10013F-HRTimeline
Avalon Trust Co225$32K<0.01%013F-HRTimeline
MTM Investment Management, LLC225$32K0.01%-7513F-HRTimeline
Smartleaf Asset Management LLC218$31.3K<0.01%-2,10013F-HRTimeline
PFS Partners, LLC160$22.7K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC150$21.3K0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC139$19.8K0.01%13F-HRTimeline
Hyposwiss Advisors SA136$19.3K0.02%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/131$18.6K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC128$18.2K0.01%013F-HRTimeline
NFSG Corp108$15.3K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…99$14K<0.01%-24713F-HRTimeline
MAI Capital Management91$12.9K<0.01%013F-HRTimeline
Caitlin John, LLC90$12.8K0.01%013F-HRTimeline
MASECO LLP80$11.4K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC76$10.8K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC59$8.39K<0.01%13F-HR/ATimeline
DiNuzzo Private Wealth, Inc.58$8.24K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC57$8.1K<0.01%013F-HRTimeline
Parallel Advisors, LLC50$7.11K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates50$7.11K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.40$5.69K<0.01%013F-HRTimeline
Noble Wealth Management PBC35$4.97K<0.01%013F-HRTimeline
Motiv8 Investments LLC11$2K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT12$1.71K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.5$711<0.01%013F-HRTimeline