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

EverSource Wealth 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
Q3 		– Sell
-37
Closed -$4.55K – 3102
2024
Q2 		$4.55K Buy
+37
New +$4.48K ﹤0.01% 2254

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

EverSource Wealth Advisors's QQEW Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2024, closing a stake of 37 shares — an estimated $4.55K sold.

EverSource Wealth Advisors first reported a position in QQEW in Q2 2024 and held it in 1 quarter. The position peaked at $4.55K in Q2 2024. 222 funds tracked by Wall St. Rank hold QQEW as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 37 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2024, an estimated $4.55K.
  • EverSource Wealth Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $4.55K 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 EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.