Cerity Partners’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Cerity Partners’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 Q2	$810K	Buy	5,073 +3,164	+166%	+$459K	﹤0.01%	2119
2026 Q1	$242K	Buy	1,909 +11	+0.6%	+$1.49K	﹤0.01%	2760
2025 Q4	$270K	Buy	1,898 +15	+0.8%	+$2.13K	﹤0.01%	2466
2025 Q3	$266K	Hold	1,883	–	–	﹤0.01%	2359
2025 Q2	$257K	Hold	1,883	–	–	﹤0.01%	2232
2025 Q1	$228K	Hold	1,883	–	–	﹤0.01%	2154
2024 Q4	$235K	Hold	1,883	–	–	﹤0.01%	2163
2024 Q3	$236K	Hold	1,883	–	–	﹤0.01%	2219
2024 Q2	$232K	Hold	1,883	–	–	﹤0.01%	1958
2024 Q1	$233K	Hold	1,883	–	–	﹤0.01%	2016
2023 Q4	$221K	Buy	+1,883	New	+$203K	﹤0.01%	1672

Other funds holding QQEW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's QQEW Position: Q2 2026 in Review

Cerity Partners increased its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 166% in Q2 2026, buying an estimated $459K and bringing the position to 5,073 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Cerity Partners first reported a position in QQEW in Q4 2023 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Cerity Partners held 5,073 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $810K as of Q2 2026.
Cerity Partners bought 3,164 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2026, an estimated $459K.
First Trust Nasdaq-100 Select Equal Weight ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2119 holding.
Cerity Partners first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
254 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.