Institute for Wealth Management’s First Trust NASDAQ-100 Equal Weighted Index Fund QQEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $418K | Hold |
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|
2025
Q2 | $405K | Hold |
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|
2025
Q1 | $359K | Hold |
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|
2024
Q4 | $371K | Hold |
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|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $366K | Hold |
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|
2024
Q1 | $367K | Hold |
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|
2023
Q4 | $348K | Hold |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $319K | Hold |
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|
2021
Q4 | $352K | Sell |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $383K | Hold |
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|
2021
Q1 | $352K | Sell |
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|
2020
Q4 | $354K | Hold |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $255K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $225K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $205K | Buy |
|