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

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-8,500
Closed -$857K – 134
2020
Q4 		$857K Hold
8,500
– – 0.33% 63
2020
Q3 		$734K Buy
+8,500
New +$720K 0.33% 62

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Bernardo Wealth Planning's QQEW Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2021, closing a stake of 8,500 shares — an estimated $857K sold.

Bernardo Wealth Planning first reported a position in QQEW in Q3 2020 and held it in 2 quarters. The position peaked at $857K in Q4 2020. 146 funds tracked by Wall St. Rank hold QQEW as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 8,500 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2021, an estimated $857K.
  • Bernardo Wealth Planning first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q3 2020 and held it in 2 quarters.
  • Bernardo Wealth Planning's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $857K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.