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

Clearstead 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
2026 Q2	$47.9K	Sell	300 -399	-57%	-$57.9K	﹤0.01%	1513
2026 Q1	$88.8K	Hold	699	–	–	﹤0.01%	1162
2025 Q4	$99.3K	Sell	699 -392	-36%	-$55.7K	﹤0.01%	1133
2025 Q3	$154K	Sell	1,091 -7,015	-87%	-$964K	﹤0.01%	939
2025 Q2	$583K	Buy	8,106 +7,016	+644%	+$883K	0.01%	570
2025 Q1	$132K	Buy	1,090 +1	+0.1%	+$128	﹤0.01%	927
2024 Q4	$136K	Buy	1,089 +1	+0.1%	+$128	﹤0.01%	949
2024 Q3	$137K	Buy	1,088 +1	+0.1%	+$122	﹤0.01%	955
2024 Q2	$134K	Buy	1,087 +1	+0.1%	+$121	﹤0.01%	932
2024 Q1	$131K	Hold	1,086	–	–	0.01%	549
2023 Q4	$128K	Hold	1,086	–	–	0.01%	539
2023 Q3	$113K	Hold	1,086	–	–	0.01%	535
2023 Q2	$116K	Hold	1,086	–	–	0.01%	542
2023 Q1	$109K	Hold	1,086	–	–	0.01%	494
2022 Q4	$96.4K	Buy	1,086 +300	+38%	+$26.8K	0.01%	507
2022 Q3	$66K	Hold	786	–	–	0.01%	558
2022 Q2	$69K	Hold	786	–	–	0.01%	560
2022 Q1	$84K	Hold	786	–	–	0.01%	580
2021 Q4	$93K	Hold	786	–	–	0.01%	543
2021 Q3	$87K	Hold	786	–	–	0.01%	513
2021 Q2	$88K	Hold	786	–	–	0.01%	476
2021 Q1	$81K	Buy	+786	New	+$81.1K	0.01%	472

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

Clearstead Advisors's QQEW Position: Q2 2026 in Review

Clearstead Advisors reduced its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 57% in Q2 2026, selling an estimated $57.9K and leaving 300 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Clearstead Advisors first reported a position in QQEW in Q1 2021 and has held it in 22 quarters since. The position peaked at $583K in Q2 2025. 264 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Clearstead Advisors held 300 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $47.9K as of Q2 2026.
Clearstead Advisors sold 399 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2026, an estimated $57.9K.
First Trust Nasdaq-100 Select Equal Weight ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1513 holding.
Clearstead Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2021 and has held it in 22 quarters since.
Clearstead Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $583K in Q2 2025.
264 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.