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

Cypress Wealth Services’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
2020
Q4 		– Sell
-8,501
Closed -$734K – 455
2020
Q3 		$734K Buy
+8,501
New +$721K 0.19% 94

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cypress Wealth Services's QQEW Position: Q3 2021 in Review

Cypress Wealth Services sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2021, closing a stake of 1,943 shares — an estimated $218K sold.

Cypress Wealth Services first reported a position in QQEW in Q1 2020 and held it in 5 quarters. The position peaked at $798K in Q4 2020. 159 funds tracked by Wall St. Rank hold QQEW as of Q3 2021.

  • Cypress Wealth Services reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 1,943 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2021, an estimated $218K.
  • Cypress Wealth Services first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2020 and held it in 5 quarters.
  • Cypress Wealth Services's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $798K in Q4 2020.
  • 159 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.