Kovitz Investment Group Partners
QQEW icon

Kovitz Investment Group Partners’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Kovitz Investment Group 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
2025
Q3 		– Sell
-1,831
Closed -$250K – 1468
2025
Q2 		$250K Hold
1,831
– – ﹤0.01% 1202
2025
Q1 		$221K Buy
+1,831
New +$235K ﹤0.01% 1151

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kovitz Investment Group Partners's QQEW Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2025, closing a stake of 1,831 shares — an estimated $250K sold.

Kovitz Investment Group Partners first reported a position in QQEW in Q1 2025 and held it in 2 quarters. The position peaked at $250K in Q2 2025. 236 funds tracked by Wall St. Rank hold QQEW as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,831 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2025, an estimated $250K.
  • Kovitz Investment Group Partners first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $250K in Q2 2025.
  • 236 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.