Foresight Wealth Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Foresight Wealth 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
2021 Q1	–	Sell	-4,760	Closed	-$480K	–	129
2020 Q4	$480K	Hold	4,760	–	–	0.13%	66
2020 Q3	$411K	Hold	4,760	–	–	0.14%	62
2020 Q2	$380K	Hold	4,760	–	–	0.17%	64
2020 Q1	$297K	Hold	4,760	–	–	0.2%	64
2019 Q4	$351K	Hold	4,760	–	–	0.22%	63
2019 Q3	$316K	Hold	4,760	–	–	0.23%	71
2019 Q2	$317K	Buy	+4,760	New	+$311K	0.24%	72

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Foresight Wealth Management's QQEW Position: Q1 2021 in Review

Foresight Wealth Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2021, closing a stake of 4,760 shares — an estimated $480K sold.

Foresight Wealth Management first reported a position in QQEW in Q2 2019 and held it in 7 quarters. The position peaked at $480K in Q4 2020. 146 funds tracked by Wall St. Rank hold QQEW as of Q1 2021.

Foresight Wealth Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2021 after selling out during the quarter.
Foresight Wealth Management sold 4,760 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2021, an estimated $480K.
Foresight Wealth Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2019 and held it in 7 quarters.
Foresight Wealth Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $480K in Q4 2020.
146 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2021.

Based on Foresight Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.