Guardian Capital Advisors (Canada)’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Guardian Capital Advisors (Canada)’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	$254K	Hold	2,050	–	–	0.03%	157
2024 Q2	$258K	Hold	2,050	–	–	0.03%	157
2024 Q1	$239K	Sell	2,050 -150	-7%	-$18.1K	0.03%	155
2023 Q4	$256K	Hold	2,200	–	–	0.03%	158
2023 Q3	$233K	Hold	2,200	–	–	0.03%	156
2023 Q2	$240K	Hold	2,200	–	–	0.03%	151
2023 Q1	$217K	Hold	2,200	–	–	0.02%	140
2022 Q4	$206K	Buy	+2,200	New	+$196K	0.02%	152
2022 Q2	–	Sell	-2,200	Closed	-$226K	–	172
2022 Q1	$226K	Hold	2,200	–	–	0.02%	158
2021 Q4	$252K	Hold	2,200	–	–	0.02%	165
2021 Q3	$241K	Hold	2,200	–	–	0.03%	161
2021 Q2	$247K	Buy	+2,200	New	+$235K	0.03%	162

Other funds holding QQEW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s QQEW Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) held its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) position steady in Q3 2024 at 2,050 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #157.

Guardian Capital Advisors (Canada) first reported a position in QQEW in Q2 2021 and has held it in 12 quarters since. The position peaked at $258K in Q2 2024. 222 funds tracked by Wall St. Rank hold QQEW as of Q3 2024.

Guardian Capital Advisors (Canada) held 2,050 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $254K as of Q3 2024.
Guardian Capital Advisors (Canada) left its First Trust Nasdaq-100 Select Equal Weight ETF share count unchanged in Q3 2024.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.03% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #157 holding.
Guardian Capital Advisors (Canada) first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2021 and has held it in 12 quarters since.
Guardian Capital Advisors (Canada)'s First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $258K 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 Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.