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

Econ Financial 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
2024
Q3 		– Sell
-4,611
Closed -$568K – 97
2024
Q2 		$568K Buy
4,611
+523
+13% +$63.3K 0.35% 81
2024
Q1 		$507K Buy
+4,088
New +$492K 0.31% 75

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Econ Financial Services's QQEW Position: Q3 2024 in Review

Econ Financial Services sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2024, closing a stake of 4,611 shares — an estimated $568K sold.

Econ Financial Services first reported a position in QQEW in Q1 2024 and held it in 2 quarters. The position peaked at $568K in Q2 2024. 222 funds tracked by Wall St. Rank hold QQEW as of Q3 2024.

  • Econ Financial Services reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • Econ Financial Services sold 4,611 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2024, an estimated $568K.
  • Econ Financial Services first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2024 and held it in 2 quarters.
  • Econ Financial Services's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $568K in Q2 2024.
  • 222 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.