Leelyn Smith’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Leelyn Smith’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
2024 Q1	–	Sell	-4,535	Closed	-$533K	–	131
2023 Q4	$533K	Sell	4,535 -623	-12%	-$67K	0.12%	100
2023 Q3	$536K	Buy	5,158 +18	+0.4%	+$1.94K	0.13%	97
2023 Q2	$549K	Buy	+5,140	New	+$519K	0.13%	95
2021 Q4	–	Sell	-71	Closed	-$8K	–	408
2021 Q3	$8K	Hold	71	–	–	﹤0.01%	298
2021 Q2	$8K	Sell	71 -242	-77%	-$25.9K	﹤0.01%	295
2021 Q1	$32K	Sell	313 -8,047	-96%	-$830K	0.01%	220
2020 Q4	$843K	Buy	8,360 +4,755	+132%	+$444K	0.27%	82
2020 Q3	$311K	Sell	3,605 -127	-3%	-$10.8K	0.11%	98
2020 Q2	$298K	Buy	3,732 +218	+6%	+$15.9K	0.12%	100
2020 Q1	$219K	Buy	3,514 +459	+15%	+$32.8K	0.12%	100
2019 Q4	$225K	Buy	+3,055	New	+$213K	0.11%	103

Other funds holding QQEW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leelyn Smith's QQEW Position: Q1 2024 in Review

Leelyn Smith sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2024, closing a stake of 4,535 shares — an estimated $533K sold.

Leelyn Smith first reported a position in QQEW in Q4 2019 and held it in 11 quarters. The position peaked at $843K in Q4 2020. 227 funds tracked by Wall St. Rank hold QQEW as of Q1 2024.

Leelyn Smith reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
Leelyn Smith sold 4,535 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2024, an estimated $533K.
Leelyn Smith first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2019 and held it in 11 quarters.
Leelyn Smith's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $843K in Q4 2020.
227 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2024.

Based on Leelyn Smith's 13F filing for Q1 2024, filed 14 May 2024.