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

Essex 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
Q4 		– Sell
-2,098
Closed -$265K – 653
2024
Q3 		$265K Sell
2,098
-634
-23% -$77.6K 0.02% 523
2024
Q2 		$321K Sell
2,732
-202
-7% -$24.4K 0.02% 458
2024
Q1 		$363K Buy
+2,934
New +$353K 0.03% 385

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Essex Financial Services's QQEW Position: Q4 2024 in Review

Essex Financial Services sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q4 2024, closing a stake of 2,098 shares — an estimated $265K sold.

Essex Financial Services first reported a position in QQEW in Q1 2024 and held it in 3 quarters. The position peaked at $363K in Q1 2024. 245 funds tracked by Wall St. Rank hold QQEW as of Q4 2024.

  • Essex Financial Services reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Essex Financial Services sold 2,098 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q4 2024, an estimated $265K.
  • Essex Financial Services first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2024 and held it in 3 quarters.
  • Essex Financial Services's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $363K in Q1 2024.
  • 245 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q4 2024.

Based on Essex Financial Services's 13F filing for Q4 2024, filed 29 Jan 2025.