Creative Planning - FIRST TR NAS100 EQ WEIGHTED ownership

FIRST TR NAS100 EQ WEIGHTED's ticker is QQEW and the CUSIP is 337344105. A total of 195 filers reported holding FIRST TR NAS100 EQ WEIGHTED in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of FIRST TR NAS100 EQ WEIGHTED
ValueSharesWeighting
Q3 2023$213,723
-24.7%
2,055
-18.9%
0.00%
-100.0%
Q2 2021$284,000
+26.8%
2,535
+16.7%
0.00%
Q1 2021$224,000
+2.3%
2,172
+0.1%
0.00%
Q4 2020$219,000
+72.4%
2,170
-8.9%
0.00%
-100.0%
Q2 2017$127,000
+7.6%
2,383
+4.4%
0.00%0.0%
Q1 2017$118,000
+12.4%
2,2830.0%0.00%0.0%
Q4 2016$105,000
+1.0%
2,2830.0%0.00%0.0%
Q3 2016$104,000
+10300.0%
2,283
+16207.1%
0.00%
Q4 2014$1,0000.0%140.0%0.00%
Q3 2014$1,0000.0%140.0%0.00%
Q2 2014$1,000140.00%
Other shareholders
FIRST TR NAS100 EQ WEIGHTED shareholders Q3 2023
NameSharesValueWeighting ↓
AFFINITY WEALTH MANAGEMENT LLC 250,245$25,865,0005.46%
MANCHESTER FINANCIAL INC 80,170$8,087,0005.02%
LEVEL FOUR ADVISORY SERVICES, LLC 233,568$23,560,0001.89%
New England Private Wealth Advisors LLC 85,315$8,609,0001.89%
Shakespeare Wealth Management, LLC 39,872$4,022,0001.75%
MRA Advisory Group 16,173$1,631,0001.60%
Frisch Financial Group, Inc. 35,390$3,570,0001.31%
Pinnacle Family Advisors, LLC 18,758$1,892,0001.16%
Rede Wealth, LLC 15,808$1,595,0001.08%
WASHBURN CAPITAL MANAGEMENT, INC. 13,708$1,383,0000.96%
View complete list of FIRST TR NAS100 EQ WEIGHTED shareholders