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

Creative Financial Designs’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	-11	Closed	-$1.39K	–	1833
2024 Q3	$1.39K	Hold	11	–	–	﹤0.01%	1559
2024 Q2	$1.37K	Hold	11	–	–	﹤0.01%	1519
2024 Q1	$1.37K	Hold	11	–	–	﹤0.01%	1524
2023 Q4	$1.3K	Hold	11	–	–	﹤0.01%	1479
2023 Q3	$1.15K	Sell	11 -78	-88%	-$8.39K	﹤0.01%	1386
2023 Q2	$9.52K	Buy	89 +11	+14%	+$1.11K	﹤0.01%	1028
2023 Q1	$7.85K	Sell	78 -306	-80%	-$29.4K	﹤0.01%	1016
2022 Q4	$34.1K	Hold	384	–	–	0.01%	637
2022 Q3	$32K	Hold	384	–	–	0.01%	631
2022 Q2	$34K	Buy	384 +259	+207%	+$24.6K	0.01%	624
2022 Q1	$13K	Hold	125	–	–	﹤0.01%	855
2021 Q4	$15K	Buy	+125	New	+$14.6K	﹤0.01%	822
2020 Q4	–	Sell	-35	Closed	-$3K	–	1282
2020 Q3	$3K	Buy	+35	New	+$2.97K	﹤0.01%	1046
2018 Q4	–	Sell	-825	Closed	-$52K	–	726
2018 Q3	$52K	Hold	825	–	–	0.03%	222
2018 Q2	$50K	Hold	825	–	–	0.03%	241
2018 Q1	$49K	Hold	825	–	–	0.03%	227
2017 Q4	$48K	Hold	825	–	–	0.03%	221
2017 Q3	$46K	Hold	825	–	–	0.03%	247
2017 Q2	$44K	Hold	825	–	–	0.03%	245
2017 Q1	$43K	Hold	825	–	–	0.03%	247
2016 Q4	$38K	Buy	+825	New	+$37.8K	0.03%	253

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

Creative Financial Designs's QQEW Position: Q4 2024 in Review

Creative Financial Designs sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q4 2024, closing a stake of 11 shares — an estimated $1.39K sold.

Creative Financial Designs first reported a position in QQEW in Q4 2016 and held it in 21 quarters. The position peaked at $52K in Q3 2018. 245 funds tracked by Wall St. Rank hold QQEW as of Q4 2024.

Creative Financial Designs reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
Creative Financial Designs sold 11 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q4 2024, an estimated $1.39K.
Creative Financial Designs first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2016 and held it in 21 quarters.
Creative Financial Designs's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $52K in Q3 2018.
245 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.