Key Financial Inc’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Key Financial Inc’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 Q2	–	Sell	-1,971	Closed	-$238K	–	1468
2025 Q1	$238K	Hold	1,971	–	–	0.05%	237
2024 Q4	$246K	Buy	1,971 +975	+98%	+$125K	0.06%	225
2024 Q3	$125K	Buy	996 +577	+138%	+$70.7K	0.03%	317
2024 Q2	$51.7K	Hold	419	–	–	0.01%	466
2024 Q1	$51.9K	Hold	419	–	–	0.01%	431
2023 Q4	$49.2K	Buy	+419	New	+$45.1K	0.01%	431

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Key Financial Inc's QQEW Position: Q2 2025 in Review

Key Financial Inc sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2025, closing a stake of 1,971 shares — an estimated $238K sold.

Key Financial Inc first reported a position in QQEW in Q4 2023 and held it in 6 quarters. The position peaked at $246K in Q4 2024. 244 funds tracked by Wall St. Rank hold QQEW as of Q2 2025.

Key Financial Inc reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Key Financial Inc sold 1,971 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2025, an estimated $238K.
Key Financial Inc first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2023 and held it in 6 quarters.
Key Financial Inc's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $246K in Q4 2024.
244 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.