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

BMS Financial 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	$10.4M	Buy	+96,976	New	+$9.79M	6.76%	2

Other funds holding QQEW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BMS Financial Advisors's QQEW Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2023: 96,976 shares worth $10.4M. The stake represents 6.76% of the portfolio and ranks #2 among its holdings.

197 funds tracked by Wall St. Rank hold QQEW as of Q2 2023.

BMS Financial Advisors held 96,976 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $10.4M as of Q2 2023.
First Trust Nasdaq-100 Select Equal Weight ETF was a new BMS Financial Advisors position in Q2 2023.
First Trust Nasdaq-100 Select Equal Weight ETF made up 6.76% of BMS Financial Advisors's portfolio in Q2 2023, its #2 holding.
197 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.