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

CKW Financial Group’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
2014
Q3 		– Sell
-225
Closed -$9K – 369
2014
Q2 		$9K Sell
225
-975
-81% -$36.3K ﹤0.01% 315
2014
Q1 		$45K Buy
+1,200
New +$44.5K 0.02% 115

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CKW Financial Group's QQEW Position: Q3 2014 in Review

CKW Financial Group sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2014, closing a stake of 225 shares — an estimated $9K sold.

CKW Financial Group first reported a position in QQEW in Q1 2014 and held it in 2 quarters. The position peaked at $45K in Q1 2014. 44 funds tracked by Wall St. Rank hold QQEW as of Q3 2014.

  • CKW Financial Group reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2014 after selling out during the quarter.
  • CKW Financial Group sold 225 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2014, an estimated $9K.
  • CKW Financial Group first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2014 and held it in 2 quarters.
  • CKW Financial Group's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $45K in Q1 2014.
  • 44 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2014.

Based on CKW Financial Group's 13F filing for Q3 2014, filed 13 Nov 2014.