Ergawealth Advisors’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Ergawealth Advisors’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	-3,377	Closed	-$418K	–	65
2024 Q1	$418K	Sell	3,377 -1,597	-32%	-$192K	0.23%	39
2023 Q4	$584K	Buy	4,974 +116	+2%	+$12.5K	0.36%	26
2023 Q3	$505K	Buy	4,858 +270	+6%	+$29.1K	0.35%	25
2023 Q2	$490K	Buy	+4,588	New	+$463K	0.34%	24

Other funds holding QQEW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ergawealth Advisors's QQEW Position: Q2 2024 in Review

Ergawealth Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2024, closing a stake of 3,377 shares — an estimated $418K sold.

Ergawealth Advisors first reported a position in QQEW in Q2 2023 and held it in 4 quarters. The position peaked at $584K in Q4 2023. 231 funds tracked by Wall St. Rank hold QQEW as of Q2 2024.

Ergawealth Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
Ergawealth Advisors sold 3,377 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2024, an estimated $418K.
Ergawealth Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2023 and held it in 4 quarters.
Ergawealth Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $584K in Q4 2023.
231 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2024.

Based on Ergawealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.