Atria Wealth Solutions’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-8,488	Closed	-$1.03M	–	1809
2025 Q1	$1.03M	Sell	8,488 -4,036	-32%	-$517K	0.01%	883
2024 Q4	$1.56M	Buy	12,524 +1,001	+9%	+$128K	0.02%	737
2024 Q3	$1.45M	Sell	11,523 -255	-2%	-$31.2K	0.02%	768
2024 Q2	$1.45M	Sell	11,778 -491	-4%	-$59.4K	0.02%	743
2024 Q1	$1.52M	Sell	12,269 -13	-0.1%	-$1.57K	0.02%	726
2023 Q4	$1.44M	Sell	12,282 -296	-2%	-$31.8K	0.02%	722
2023 Q3	$1.31M	Sell	12,578 -2,183	-15%	-$235K	0.02%	707
2023 Q2	$1.58M	Sell	14,761 -649	-4%	-$65.5K	0.02%	662
2023 Q1	$1.55M	Sell	15,410 -4,806	-24%	-$461K	0.02%	632
2022 Q4	$1.79M	Sell	20,216 -6,062	-23%	-$541K	0.03%	554
2022 Q3	$2.2M	Buy	26,278 +1,860	+8%	+$173K	0.04%	449
2022 Q2	$2.13M	Sell	24,418 -8,703	-26%	-$826K	0.04%	428
2022 Q1	$3.55M	Buy	+33,121	New	+$3.52M	0.06%	319

Other funds holding QQEW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's QQEW Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2025, closing a stake of 8,488 shares — an estimated $1.03M sold.

Atria Wealth Solutions first reported a position in QQEW in Q1 2022 and held it in 13 quarters. The position peaked at $3.55M in Q1 2022. 244 funds tracked by Wall St. Rank hold QQEW as of Q2 2025.

Atria Wealth Solutions reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,488 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2025, an estimated $1.03M.
Atria Wealth Solutions first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $3.55M in Q1 2022.
244 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.