Financial Architects (New Jersey)’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-192	Closed	-$15K	–	641
2020 Q2	$15K	Hold	192	–	–	﹤0.01%	589
2020 Q1	$12K	Hold	192	–	–	﹤0.01%	589
2019 Q4	$14K	Hold	192	–	–	﹤0.01%	625
2019 Q3	$13K	Hold	192	–	–	﹤0.01%	686
2019 Q2	$13K	Buy	+192	New	+$12.5K	﹤0.01%	830
2017 Q3	–	Sell	-135	Closed	-$7K	–	1578
2017 Q2	$7K	Buy	135 +70	+108%	+$3.71K	﹤0.01%	1218
2017 Q1	$3K	Buy	+65	New	+$3.24K	﹤0.01%	1388

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Architects (New Jersey)'s QQEW Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2020, closing a stake of 192 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in QQEW in Q1 2017 and held it in 7 quarters. The position peaked at $15K in Q2 2020. 126 funds tracked by Wall St. Rank hold QQEW as of Q3 2020.

Financial Architects (New Jersey) reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 192 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2020, an estimated $15K.
Financial Architects (New Jersey) first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2017 and held it in 7 quarters.
Financial Architects (New Jersey)'s First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $15K in Q2 2020.
126 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.