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Legacy Wealth Management (Mississippi)’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020
Q1 		– Sell
-11,000
Closed -$812K – 114
2019
Q4 		$812K Buy
+11,000
New +$769K 0.71% 43

Other funds holding QQEW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s QQEW Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2020, closing a stake of 11,000 shares — an estimated $812K sold.

Legacy Wealth Management (Mississippi) first reported a position in QQEW in Q4 2019 and held it in 1 quarter. The position peaked at $812K in Q4 2019. 108 funds tracked by Wall St. Rank hold QQEW as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 11,000 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2020, an estimated $812K.
  • Legacy Wealth Management (Mississippi) first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $812K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.