Access Financial Services’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Access Financial Services’s Portfolio QQEW Stock Details QQEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-28,957	Closed	-$3.43M	–	118
2021 Q4	$3.43M	Sell	28,957 -11,989	-29%	-$1.4M	1.54%	8
2021 Q3	$4.55M	Buy	40,946 +878	+2%	+$100K	2.06%	7
2021 Q2	$4.5M	Buy	+40,068	New	+$4.29M	2.09%	7

Other funds holding QQEW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Access Financial Services's QQEW Position: Q1 2022 in Review

Access Financial Services sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2022, closing a stake of 28,957 shares — an estimated $3.43M sold.

Access Financial Services first reported a position in QQEW in Q2 2021 and held it in 3 quarters. The position peaked at $4.55M in Q3 2021. 156 funds tracked by Wall St. Rank hold QQEW as of Q1 2022.

Access Financial Services reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
Access Financial Services sold 28,957 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2022, an estimated $3.43M.
Access Financial Services first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2021 and held it in 3 quarters.
Access Financial Services's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $4.55M in Q3 2021.
156 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2022.

Based on Access Financial Services's 13F filing for Q1 2022, filed 19 Apr 2022.