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

Creative Planning’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 Q2	$237K	Sell	1,487 -1,252	-46%	-$182K	﹤0.01%	3756
2026 Q1	$348K	Buy	2,739 +159	+6%	+$21.5K	﹤0.01%	3306
2025 Q4	$367K	Buy	2,580 +396	+18%	+$56.3K	﹤0.01%	3104
2025 Q3	$308K	Buy	2,184 +11	+0.5%	+$1.51K	﹤0.01%	3118
2025 Q2	$297K	Buy	2,173 +15	+0.7%	+$1.89K	﹤0.01%	2901
2025 Q1	$261K	Buy	2,158 +2	+0.1%	+$256	﹤0.01%	2870
2024 Q4	$269K	Sell	2,156 -454	-17%	-$58.2K	﹤0.01%	2754
2024 Q3	$327K	Sell	2,610 -290	-10%	-$35.5K	﹤0.01%	2450
2024 Q2	$358K	Buy	2,900 +203	+8%	+$24.6K	﹤0.01%	2215
2024 Q1	$334K	Buy	2,697 +579	+27%	+$69.7K	﹤0.01%	2160
2023 Q4	$249K	Buy	2,118 +63	+3%	+$6.78K	﹤0.01%	2236
2023 Q3	$214K	Buy	+2,055	New	+$221K	﹤0.01%	2190
2021 Q3	–	Sell	-2,535	Closed	-$284K	–	2204
2021 Q2	$284K	Buy	2,535 +363	+17%	+$38.9K	﹤0.01%	1596
2021 Q1	$224K	Buy	2,172 +2	+0.1%	+$206	﹤0.01%	2004
2020 Q4	$219K	Buy	+2,170	New	+$203K	﹤0.01%	1829
2017 Q3	–	Sell	-2,383	Closed	-$127K	–	3286
2017 Q2	$127K	Buy	2,383 +100	+4%	+$5.3K	﹤0.01%	1814
2017 Q1	$118K	Hold	2,283	–	–	﹤0.01%	1847
2016 Q4	$105K	Hold	2,283	–	–	﹤0.01%	1830
2016 Q3	$104K	Buy	+2,283	New	+$102K	﹤0.01%	1824
2015 Q1	–	Sell	-14	Closed	-$1K	–	4368
2014 Q4	$1K	Hold	14	–	–	﹤0.01%	3997
2014 Q3	$1K	Hold	14	–	–	﹤0.01%	3856
2014 Q2	$1K	Buy	+14	New	+$521	﹤0.01%	3657

Other funds holding QQEW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Planning's QQEW Position: Q2 2026 in Review

Creative Planning reduced its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 46% in Q2 2026, selling an estimated $182K and leaving 1,487 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #3756.

Creative Planning first reported a position in QQEW in Q2 2014 and has held it in 22 quarters since. The position peaked at $367K in Q4 2025. 264 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Creative Planning held 1,487 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $237K as of Q2 2026.
Creative Planning sold 1,252 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2026, an estimated $182K.
First Trust Nasdaq-100 Select Equal Weight ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3756 holding.
Creative Planning first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2014 and has held it in 22 quarters since.
Creative Planning's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $367K in Q4 2025.
264 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.