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

Dynasty Wealth 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
Q2 		– Sell
-33,304
Closed -$4.13M – 269
2024
Q1 		$4.13M Buy
+33,304
New +$4.01M 0.13% 51

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dynasty Wealth Management's QQEW Position: Q2 2024 in Review

Dynasty Wealth Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2024, closing a stake of 33,304 shares — an estimated $4.13M sold.

Dynasty Wealth Management first reported a position in QQEW in Q1 2024 and held it in 1 quarter. The position peaked at $4.13M in Q1 2024. 231 funds tracked by Wall St. Rank hold QQEW as of Q2 2024.

  • Dynasty Wealth Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 33,304 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2024, an estimated $4.13M.
  • Dynasty Wealth Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $4.13M in Q1 2024.
  • 231 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2024.

Based on Dynasty Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.