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Gradient Investments’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Gradient Investments’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
Q1 		– Hold
0
– – – 1209
2022
Q4 		– Sell
-995
Closed -$83K – 1629
2022
Q3 		$83K Buy
+995
New +$92.7K ﹤0.01% 400

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's QQEW Position: Q1 2024 in Review

Gradient Investments held its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) position steady in Q1 2024 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Gradient Investments first reported a position in QQEW in Q3 2022 and has held it in 1 quarter since. The position peaked at $83K in Q3 2022. 227 funds tracked by Wall St. Rank hold QQEW as of Q1 2024.

  • Gradient Investments held 0 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $9 as of Q1 2024.
  • Gradient Investments left its First Trust Nasdaq-100 Select Equal Weight ETF share count unchanged in Q1 2024.
  • First Trust Nasdaq-100 Select Equal Weight ETF made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1209 holding.
  • Gradient Investments first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q3 2022 and has held it in 1 quarter since.
  • Gradient Investments's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $83K in Q3 2022.
  • 227 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.