KMG Fiduciary Partners’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

KMG Fiduciary Partners’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 Q3	–	Sell	-1,857	Closed	-$296K	–	200
2026 Q2	$296K	Hold	1,857	–	–	0.03%	182
2026 Q1	$236K	Sell	1,857 -54	-3%	-$7.32K	0.02%	252
2025 Q4	$272K	Hold	1,911	–	–	0.02%	239
2025 Q3	$270K	Hold	1,911	–	–	0.02%	267
2025 Q2	$261K	Sell	1,911 -4	-0.2%	-$504	0.02%	267
2025 Q1	$232K	Sell	1,915 -1	-0.1%	-$128	0.02%	267
2024 Q4	$239K	Buy	1,916 +3	+0.2%	+$384	0.02%	256
2024 Q3	$240K	Buy	+1,913	New	+$234K	0.02%	251

Other funds holding QQEW

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

KMG Fiduciary Partners's QQEW Position: Q3 2026 in Review

KMG Fiduciary Partners sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2026, closing a stake of 1,857 shares — an estimated $296K sold.

KMG Fiduciary Partners first reported a position in QQEW in Q3 2024 and held it in 8 quarters. The position peaked at $296K in Q2 2026. 21 funds tracked by Wall St. Rank hold QQEW as of Q3 2026.

KMG Fiduciary Partners reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 1,857 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2026, an estimated $296K.
KMG Fiduciary Partners first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q3 2024 and held it in 8 quarters.
KMG Fiduciary Partners's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $296K in Q2 2026.
21 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.