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

Concurrent Investment 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
Q1 		– Sell
-2,229
Closed -$317K – 2029
2025
Q4 		$317K Buy
2,229
+175
+9% +$24.9K ﹤0.01% 1359
2025
Q3 		$290K Sell
2,054
-596
-22% -$81.9K 0.01% 1172
2025
Q2 		$361K Buy
+2,650
New +$334K 0.01% 979

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
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

Concurrent Investment Advisors's QQEW Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2026, closing a stake of 2,229 shares — an estimated $317K sold.

Concurrent Investment Advisors first reported a position in QQEW in Q2 2025 and held it in 3 quarters. The position peaked at $361K in Q2 2025. 252 funds tracked by Wall St. Rank hold QQEW as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 2,229 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2026, an estimated $317K.
  • Concurrent Investment Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2025 and held it in 3 quarters.
  • Concurrent Investment Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $361K in Q2 2025.
  • 252 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.