Guardian Wealth Advisors (North Carolina)’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2026 Q1	$3.16M	Buy	24,865 +251	+1%	+$34K	0.2%	72
2025 Q4	$3.5M	Buy	24,614 +205	+0.8%	+$29.2K	0.22%	65
2025 Q3	$3.44M	Sell	24,409 -1,646	-6%	-$226K	0.22%	65
2025 Q2	$3.56M	Buy	26,055 +3,369	+15%	+$424K	0.25%	62
2025 Q1	$2.74M	Buy	22,686 +178	+0.8%	+$22.8K	0.22%	70
2024 Q4	$2.81M	Buy	22,508 +678	+3%	+$86.9K	0.22%	66
2024 Q3	$2.74M	Buy	21,830 +764	+4%	+$93.6K	0.29%	48
2024 Q2	$2.6M	Sell	21,066 -922	-4%	-$112K	0.3%	46
2024 Q1	$2.72M	Sell	21,988 -231	-1%	-$27.8K	0.33%	43
2023 Q4	$2.61M	Buy	22,219 +621	+3%	+$66.8K	0.4%	38
2023 Q3	$2.25M	Buy	21,598 +222	+1%	+$23.9K	0.38%	40
2023 Q2	$2.29M	Buy	21,376 +3,407	+19%	+$344K	0.39%	31
2023 Q1	$1.81M	Sell	17,969 -6	-0%	-$576	0.32%	39
2022 Q4	$1.6M	Sell	17,975 -152	-0.8%	-$13.6K	0.31%	42
2022 Q3	$1.52M	Buy	18,127 +300	+2%	+$27.9K	0.28%	42
2022 Q2	$1.56M	Buy	17,827 +2,475	+16%	+$235K	0.28%	40
2022 Q1	$1.65M	Sell	15,352 -3,929	-20%	-$417K	0.71%	28
2021 Q4	$2.28M	Buy	+19,281	New	+$2.24M	0.98%	24

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s QQEW Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 1% in Q1 2026, buying an estimated $34K and bringing the position to 24,865 shares worth $3.16M. The position accounts for 0.2% of the portfolio, ranked #72.

Guardian Wealth Advisors (North Carolina) first reported a position in QQEW in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.56M in Q2 2025. 252 funds tracked by Wall St. Rank hold QQEW as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 24,865 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $3.16M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 251 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2026, an estimated $34K.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.2% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #72 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2021 and has held it in 18 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $3.56M in Q2 2025.
252 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.