BBPWM
QQEW icon

Blue Bell Private Wealth Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Blue Bell Private Wealth Management’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
2026
Q1 		$111K Hold
876
– – 0.02% 328
2025
Q4 		$125K Hold
876
– – 0.02% 307
2025
Q3 		$124K Hold
876
– – 0.02% 304
2025
Q2 		$120K Hold
876
– – 0.02% 293
2025
Q1 		$106K Hold
876
– – 0.02% 288
2024
Q4 		$109K Hold
876
– – 0.02% 267
2024
Q3 		$110K Hold
876
– – 0.02% 268
2024
Q2 		$108K Hold
876
– – 0.02% 265
2024
Q1 		$109K Hold
876
– – 0.02% 254
2023
Q4 		$103K Sell
876
-124
-12% -$13.3K 0.02% 238
2023
Q3 		$104K Hold
1,000
– – 0.03% 195
2023
Q2 		$107K Buy
+1,000
New +$101K 0.03% 189

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return