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

Legend Financial Advisors’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
Q1 		– Sell
-71
Closed -$8.87K – 198
2024
Q4 		$8.87K Buy
+71
New +$9.1K 0.01% 125
2024
Q3 		– Sell
-71
Closed -$8.75K – 248
2024
Q2 		$8.75K Buy
+71
New +$8.59K 0.01% 155

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Legend Financial Advisors's QQEW Position: Q1 2025 in Review

Legend Financial Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2025, closing a stake of 71 shares — an estimated $8.87K sold.

Legend Financial Advisors first reported a position in QQEW in Q2 2024 and held it in 2 quarters. The position peaked at $8.87K in Q4 2024. 237 funds tracked by Wall St. Rank hold QQEW as of Q1 2025.

  • Legend Financial Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 71 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2025, an estimated $8.87K.
  • Legend Financial Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $8.87K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.