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

Cooper 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
2021
Q1 		– Sell
-14,279
Closed -$1.44M – 298
2020
Q4 		$1.44M Buy
+14,279
New +$1.33M 0.29% 58

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cooper Financial Group's QQEW Position: Q1 2021 in Review

Cooper Financial Group sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2021, closing a stake of 14,279 shares — an estimated $1.44M sold.

Cooper Financial Group first reported a position in QQEW in Q4 2020 and held it in 1 quarter. The position peaked at $1.44M in Q4 2020. 146 funds tracked by Wall St. Rank hold QQEW as of Q1 2021.

  • Cooper Financial Group reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2021 after selling out during the quarter.
  • Cooper Financial Group sold 14,279 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2021, an estimated $1.44M.
  • Cooper Financial Group first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2020 and held it in 1 quarter.
  • Cooper Financial Group's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $1.44M in Q4 2020.
  • 146 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2021.

Based on Cooper Financial Group's 13F filing for Q1 2021, filed 17 May 2021.