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Bellwether Investment Group’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-174
Closed -$9K – 490
2017
Q1 		$9K Hold
174
– – 0.02% 523
2016
Q4 		$8K Buy
+174
New +$7.96K 0.01% 701
2016
Q2 		$7K Buy
+174
New +$7.29K 0.01% 462

Other funds holding QQEW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bellwether Investment Group's QQEW Position: Q2 2017 in Review

Bellwether Investment Group sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2017, closing a stake of 174 shares — an estimated $9K sold.

Bellwether Investment Group first reported a position in QQEW in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q1 2017. 68 funds tracked by Wall St. Rank hold QQEW as of Q2 2017.

  • Bellwether Investment Group reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 174 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2017, an estimated $9K.
  • Bellwether Investment Group first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $9K in Q1 2017.
  • 68 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.