CWP
QQEW icon

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

Cyndeo Wealth Partners’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
Q1 		$201K Sell
1,586
-27
-2% -$3.66K 0.01% 471
2025
Q4 		$229K Sell
1,613
-138
-8% -$19.6K 0.01% 447
2025
Q3 		$247K Hold
1,751
– – 0.01% 428
2025
Q2 		$239K Sell
1,751
-448
-20% -$56.4K 0.01% 430
2025
Q1 		$266K Sell
2,199
-112
-5% -$14.3K 0.02% 389
2024
Q4 		$289K Sell
2,311
-84
-4% -$10.8K 0.02% 368
2024
Q3 		$300K Sell
2,395
-2,975
-55% -$364K 0.02% 367
2024
Q2 		$662K Sell
5,370
-22,796
-81% -$2.76M 0.05% 249
2024
Q1 		$3.49M Buy
28,166
+9,527
+51% +$1.15M 0.29% 104
2023
Q4 		$2.19M Buy
+18,639
New +$2M 0.2% 128

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return