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

JP 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
2025
Q4 		– Sell
-126,339
Closed -$17.8M – 16
2025
Q3 		$17.8M Sell
126,339
-860
-0.7% -$118K 11.99% 4
2025
Q2 		$17.4M Buy
127,199
+65
+0.1% +$8.19K 12.99% 4
2025
Q1 		$15.4M Buy
127,134
+6,592
+5% +$844K 12.39% 4
2024
Q4 		$15.1M Buy
+120,542
New +$15.4M 11.06% 3

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Wealth Management's QQEW Position: Q4 2025 in Review

JP Wealth Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q4 2025, closing a stake of 126,339 shares — an estimated $17.8M sold.

JP Wealth Management first reported a position in QQEW in Q4 2024 and held it in 4 quarters. The position peaked at $17.8M in Q3 2025. 246 funds tracked by Wall St. Rank hold QQEW as of Q4 2025.

  • JP Wealth Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • JP Wealth Management sold 126,339 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q4 2025, an estimated $17.8M.
  • JP Wealth Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2024 and held it in 4 quarters.
  • JP Wealth Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $17.8M in Q3 2025.
  • 246 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q4 2025.

Based on JP Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.