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Creekmur Asset Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Creekmur Asset Management’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
Q1 		– Sell
-8
Closed -$940 – 894
2023
Q4 		$940 Buy
+8
New +$860 ﹤0.01% 733

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creekmur Asset Management's QQEW Position: Q1 2024 in Review

Creekmur Asset Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2024, closing a stake of 8 shares — an estimated $940 sold.

Creekmur Asset Management first reported a position in QQEW in Q4 2023 and held it in 1 quarter. The position peaked at $940 in Q4 2023. 227 funds tracked by Wall St. Rank hold QQEW as of Q1 2024.

  • Creekmur Asset Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 8 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2024, an estimated $940.
  • Creekmur Asset Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2023 and held it in 1 quarter.
  • Creekmur Asset Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $940 in Q4 2023.
  • 227 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2024.

Based on Creekmur Asset Management's 13F filing for Q1 2024, filed 16 May 2024.