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

Institute for 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
2026 Q2	$473K	Hold	2,965	–	–	0.04%	341
2026 Q1	$376K	Hold	2,965	–	–	0.04%	377
2025 Q4	$421K	Hold	2,965	–	–	0.04%	348
2025 Q3	$418K	Hold	2,965	–	–	0.04%	372
2025 Q2	$405K	Hold	2,965	–	–	0.05%	358
2025 Q1	$359K	Hold	2,965	–	–	0.05%	373
2024 Q4	$371K	Hold	2,965	–	–	0.05%	356
2024 Q3	$372K	Hold	2,965	–	–	0.05%	362
2024 Q2	$366K	Hold	2,965	–	–	0.05%	348
2024 Q1	$367K	Hold	2,965	–	–	0.05%	347
2023 Q4	$348K	Hold	2,965	–	–	0.06%	342
2023 Q3	$308K	Sell	2,965 -5	-0.2%	-$538	0.06%	341
2023 Q2	$317K	Hold	2,970	–	–	0.05%	354
2023 Q1	$299K	Hold	2,970	–	–	0.06%	354
2022 Q4	$264K	Hold	2,970	–	–	0.06%	374
2022 Q3	$249K	Hold	2,970	–	–	0.06%	375
2022 Q2	$259K	Hold	2,970	–	–	0.05%	431
2022 Q1	$319K	Hold	2,970	–	–	0.05%	409
2021 Q4	$352K	Sell	2,970 -350	-11%	-$40.8K	0.06%	340
2021 Q3	$369K	Sell	3,320 -90	-3%	-$10.3K	0.06%	329
2021 Q2	$383K	Hold	3,410	–	–	0.07%	323
2021 Q1	$352K	Sell	3,410 -98	-3%	-$10.1K	0.07%	330
2020 Q4	$354K	Hold	3,508	–	–	0.07%	321
2020 Q3	$303K	Hold	3,508	–	–	0.07%	313
2020 Q2	$280K	Hold	3,508	–	–	0.07%	331
2020 Q1	$219K	Sell	3,508 -262	-7%	-$18.7K	0.07%	354
2019 Q4	$278K	Sell	3,770 -85	-2%	-$5.94K	0.06%	364
2019 Q3	$256K	Hold	3,855	–	–	0.06%	353
2019 Q2	$257K	Sell	3,855 -92	-2%	-$6.01K	0.06%	384
2019 Q1	$255K	Buy	+3,947	New	+$242K	0.06%	365
2018 Q1	–	Sell	-3,855	Closed	-$225K	–	368
2017 Q4	$225K	Buy	+3,855	New	+$219K	0.05%	341
2017 Q3	–	Sell	-3,855	Closed	-$205K	–	363
2017 Q2	$205K	Buy	+3,855	New	+$204K	0.06%	376

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Institute for Wealth Management's QQEW Position: Q2 2026 in Review

Institute for Wealth Management held its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) position steady in Q2 2026 at 2,965 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #341.

Institute for Wealth Management first reported a position in QQEW in Q2 2017 and has held it in 32 quarters since. 264 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Institute for Wealth Management held 2,965 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $473K as of Q2 2026.
Institute for Wealth Management left its First Trust Nasdaq-100 Select Equal Weight ETF share count unchanged in Q2 2026.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #341 holding.
Institute for Wealth Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2017 and has held it in 32 quarters since.
264 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.