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 Q2	$253K	Hold	1,586	–	–	0.01%	458
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 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

Cyndeo Wealth Partners's QQEW Position: Q2 2026 in Review

Cyndeo Wealth Partners held its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) position steady in Q2 2026 at 1,586 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #458.

Cyndeo Wealth Partners first reported a position in QQEW in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.49M in Q1 2024. 264 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Cyndeo Wealth Partners held 1,586 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $253K as of Q2 2026.
Cyndeo Wealth Partners left its First Trust Nasdaq-100 Select Equal Weight ETF share count unchanged in Q2 2026.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #458 holding.
Cyndeo Wealth Partners first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Cyndeo Wealth Partners's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $3.49M in Q1 2024.
264 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.