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

Clearview 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
2023 Q3	–	Sell	-310	Closed	-$33.2K	–	495
2023 Q2	$33.2K	Hold	310	–	–	0.03%	220
2023 Q1	$31.2K	Hold	310	–	–	0.03%	226
2022 Q4	$27.5K	Hold	310	–	–	0.02%	209
2022 Q3	$26K	Hold	310	–	–	0.02%	227
2022 Q2	$27K	Sell	310 -94	-23%	-$8.93K	0.02%	242
2022 Q1	$43K	Sell	404 -9	-2%	-$955	0.03%	215
2021 Q4	$49K	Sell	413 -203	-33%	-$23.6K	0.03%	233
2021 Q3	$68K	Sell	616 -157	-20%	-$17.9K	0.04%	207
2021 Q2	$87K	Buy	773 +400	+107%	+$42.8K	0.05%	178
2021 Q1	$39K	Hold	373	–	–	0.03%	254
2020 Q4	$38K	Buy	+373	New	+$34.8K	0.03%	225

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

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

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clearview Wealth Advisors's QQEW Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2023, closing a stake of 310 shares — an estimated $33.2K sold.

Clearview Wealth Advisors first reported a position in QQEW in Q4 2020 and held it in 11 quarters. The position peaked at $87K in Q2 2021. 199 funds tracked by Wall St. Rank hold QQEW as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 310 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2023, an estimated $33.2K.
Clearview Wealth Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $87K in Q2 2021.
199 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.