BWA
QQEW icon

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

BlueChip 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
2025
Q3 		– Sell
-4,718
Closed -$644K – 183
2025
Q2 		$644K Sell
4,718
-616
-12% -$77.6K 0.29% 68
2025
Q1 		$645K Sell
5,334
-361
-6% -$46.2K 0.32% 68
2024
Q4 		$712K Sell
5,695
-2,516
-31% -$322K 0.39% 54
2024
Q3 		$1.03M Sell
8,211
-1,879
-19% -$230K 0.54% 43
2024
Q2 		$1.24M Sell
10,090
-2,028
-17% -$245K 0.73% 33
2024
Q1 		$1.5M Buy
12,118
+232
+2% +$27.9K 0.97% 26
2023
Q4 		$1.4M Buy
+11,886
New +$1.28M 0.98% 24

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return