Coppell Advisory Solutions’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-325	Closed	-$40.8K	–	1483
2024 Q4	$40.8K	Hold	325	–	–	0.01%	649
2024 Q3	$40.8K	Hold	325	–	–	0.01%	616
2024 Q2	$40.1K	Buy	+325	New	+$39.3K	0.01%	554
2023 Q4	$38.2K	Buy	325 +294	+948%	+$31.6K	0.01%	559
2023 Q3	$2.75K	Sell	31 -85	-73%	-$9.15K	﹤0.01%	813
2023 Q2	$12.3K	Buy	+116	New	+$11.7K	﹤0.01%	646
2023 Q1	–	Sell	-31	Closed	-$2.75K	–	854
2022 Q4	$2.75K	Buy	+31	New	+$2.77K	﹤0.01%	814

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Coppell Advisory Solutions's QQEW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2025, closing a stake of 325 shares — an estimated $40.8K sold.

Coppell Advisory Solutions first reported a position in QQEW in Q4 2022 and held it in 7 quarters. The position peaked at $40.8K in Q3 2024. 237 funds tracked by Wall St. Rank hold QQEW as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 325 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2025, an estimated $40.8K.
Coppell Advisory Solutions first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $40.8K in Q3 2024.
237 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.