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Avantax Planning Partners’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Avantax Planning Partners’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
2024
Q4 		– Sell
-5,323
Closed -$668K – 452
2024
Q3 		$668K Buy
5,323
+177
+3% +$21.7K 0.02% 216
2024
Q2 		$634K Buy
5,146
+161
+3% +$19.5K 0.02% 253
2024
Q1 		$618K Buy
4,985
+1,724
+53% +$208K 0.02% 263
2023
Q4 		$383K Sell
3,261
-263
-7% -$28.3K 0.01% 268
2023
Q3 		$366K Hold
3,524
– – 0.02% 256
2023
Q2 		$377K Hold
3,524
– – 0.02% 260
2023
Q1 		$355K Hold
3,524
– – 0.01% 263
2022
Q4 		$313K Hold
3,524
– – 0.01% 292
2022
Q3 		$295K Buy
3,524
+278
+9% +$25.9K 0.01% 285
2022
Q2 		$283K Hold
3,246
– – 0.01% 280
2022
Q1 		$348K Buy
3,246
+322
+11% +$34.2K 0.01% 257
2021
Q4 		$346K Buy
2,924
+454
+18% +$52.9K 0.01% 256
2021
Q3 		$275K Hold
2,470
– – 0.01% 269
2021
Q2 		$277K Buy
+2,470
New +$264K 0.01% 265
2020
Q3 		– Sell
-2,549
Closed -$204K – 301
2020
Q2 		$204K Buy
+2,549
New +$186K 0.01% 264
2020
Q1 		– Sell
-2,854
Closed -$211K – 308
2019
Q4 		$211K Buy
+2,854
New +$199K 0.01% 285
2018
Q4 		– Sell
-79
Closed -$5K – 983
2018
Q3 		$5K Buy
+79
New +$4.97K ﹤0.01% 1109
2018
Q2 		– Sell
-78
Closed -$5K – 1178
2018
Q1 		$5K Buy
+78
New +$4.73K ﹤0.01% 1345

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Planning Partners's QQEW Position: Q4 2024 in Review

Avantax Planning Partners sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q4 2024, closing a stake of 5,323 shares — an estimated $668K sold.

Avantax Planning Partners first reported a position in QQEW in Q1 2018 and held it in 18 quarters. The position peaked at $668K in Q3 2024. 245 funds tracked by Wall St. Rank hold QQEW as of Q4 2024.

  • Avantax Planning Partners reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 5,323 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q4 2024, an estimated $668K.
  • Avantax Planning Partners first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2018 and held it in 18 quarters.
  • Avantax Planning Partners's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $668K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.