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Crux Wealth Advisors’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Crux Wealth Advisors’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
Q2 		– Sell
-3,001
Closed -$363K – 180
2025
Q1 		$363K Sell
3,001
-2,089
-41% -$268K 0.19% 127
2024
Q4 		$636K Buy
+5,090
New +$652K 0.35% 82

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Crux Wealth Advisors's QQEW Position: Q2 2025 in Review

Crux Wealth Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2025, closing a stake of 3,001 shares — an estimated $363K sold.

Crux Wealth Advisors first reported a position in QQEW in Q4 2024 and held it in 2 quarters. The position peaked at $636K in Q4 2024. 244 funds tracked by Wall St. Rank hold QQEW as of Q2 2025.

  • Crux Wealth Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Crux Wealth Advisors sold 3,001 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2025, an estimated $363K.
  • Crux Wealth Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2024 and held it in 2 quarters.
  • Crux Wealth Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $636K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2025.

Based on Crux Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.