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

BDO Wealth Advisors’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
2023
Q2 		$3.99M Sell
37,354
-89
-0.2% -$8.99K 0.46% 45
2023
Q1 		$3.77M Sell
37,443
-1,630
-4% -$156K 0.46% 41
2022
Q4 		$3.47M Buy
+39,073
New +$3.49M 0.43% 43

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BDO Wealth Advisors's QQEW Position: Q2 2023 in Review

BDO Wealth Advisors reduced its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 0.24% in Q2 2023, selling an estimated $8.99K and leaving 37,354 shares worth $3.99M. The position accounts for 0.46% of the portfolio, ranked #45.

BDO Wealth Advisors first reported a position in QQEW in Q4 2022 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold QQEW as of Q2 2023.

  • BDO Wealth Advisors held 37,354 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $3.99M as of Q2 2023.
  • BDO Wealth Advisors sold 89 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2023, an estimated $8.99K.
  • First Trust Nasdaq-100 Select Equal Weight ETF made up 0.46% of BDO Wealth Advisors's portfolio in Q2 2023, its #45 holding.
  • BDO Wealth Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2022 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.