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Financial Advocates Investment Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-1,980
Closed -$270K – 463
2025
Q2 		$270K Sell
1,980
-35
-2% -$4.41K 0.02% 523
2025
Q1 		$244K Buy
2,015
+91
+5% +$11.7K 0.02% 619
2024
Q4 		$240K Sell
1,924
-118
-6% -$15.1K 0.01% 656
2024
Q3 		$256K Sell
2,042
-14
-0.7% -$1.72K 0.01% 647
2024
Q2 		$253K Sell
2,056
-19
-0.9% -$2.3K 0.02% 619
2024
Q1 		$257K Buy
2,075
+145
+8% +$17.5K 0.01% 651
2023
Q4 		$227K Sell
1,930
-26
-1% -$2.8K 0.01% 654
2023
Q3 		$203K Sell
1,956
-54
-3% -$5.81K 0.01% 654
2023
Q2 		$215K Sell
2,010
-209
-9% -$21.1K 0.02% 630
2023
Q1 		$223K Sell
2,219
-67
-3% -$6.43K 0.02% 651
2022
Q4 		$203K Buy
+2,286
New +$204K 0.02% 688
2022
Q2 		– Sell
-2,179
Closed -$234K – 767
2022
Q1 		$234K Sell
2,179
-77
-3% -$8.17K 0.02% 644
2021
Q4 		$267K Buy
2,256
+217
+11% +$25.3K 0.02% 658
2021
Q3 		$227K Sell
2,039
-9
-0.4% -$1.03K 0.02% 676
2021
Q2 		$230K Sell
2,048
-306
-13% -$32.8K 0.02% 667
2021
Q1 		$243K Buy
2,354
+1
+0% +$103 0.02% 669
2020
Q4 		$237K Buy
2,353
+1
+0% +$93 0.02% 629
2020
Q3 		$203K Buy
+2,352
New +$199K 0.02% 586
2019
Q2 		– Sell
-39,466
Closed -$2.54M – 483
2019
Q1 		$2.54M Buy
+39,466
New +$2.42M 0.32% 85

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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Advocates Investment Management's QQEW Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2025, closing a stake of 1,980 shares — an estimated $270K sold.

Financial Advocates Investment Management first reported a position in QQEW in Q1 2019 and held it in 19 quarters. The position peaked at $2.54M in Q1 2019. 236 funds tracked by Wall St. Rank hold QQEW as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,980 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2025, an estimated $270K.
  • Financial Advocates Investment Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2019 and held it in 19 quarters.
  • Financial Advocates Investment Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $2.54M in Q1 2019.
  • 236 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.