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

Concord Wealth 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
2024 Q4	–	Sell	-67	Closed	-$8.4K	–	972
2024 Q3	$8.4K	Hold	67	–	–	﹤0.01%	572
2024 Q2	$8.26K	Hold	67	–	–	﹤0.01%	529
2024 Q1	$8.3K	Sell	67 -9	-12%	-$1.08K	﹤0.01%	589
2023 Q4	$8.93K	Buy	+76	New	+$8.17K	﹤0.01%	579
2022 Q3	–	Sell	-9	Closed	-$1K	–	887
2022 Q2	$1K	Sell	9 -47	-84%	-$4.46K	﹤0.01%	1178
2022 Q1	$6K	Buy	+56	New	+$5.95K	﹤0.01%	882

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

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

Concord Wealth Partners's QQEW Position: Q4 2024 in Review

Concord Wealth Partners sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q4 2024, closing a stake of 67 shares — an estimated $8.4K sold.

Concord Wealth Partners first reported a position in QQEW in Q1 2022 and held it in 6 quarters. The position peaked at $8.93K in Q4 2023. 245 funds tracked by Wall St. Rank hold QQEW as of Q4 2024.

Concord Wealth Partners reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 67 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q4 2024, an estimated $8.4K.
Concord Wealth Partners first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2022 and held it in 6 quarters.
Concord Wealth Partners's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $8.93K in Q4 2023.
245 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.