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LRI Investments’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

LRI Investments’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
-106
Closed -$13.2K – 1242
2024
Q4 		$13.2K Hold
106
– – ﹤0.01% 735
2024
Q3 		$13.7K Hold
106
– – ﹤0.01% 718
2024
Q2 		$13.1K Buy
+106
New +$12.8K ﹤0.01% 697

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

LRI Investments's QQEW Position: Q1 2025 in Review

LRI Investments sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2025, closing a stake of 106 shares — an estimated $13.2K sold.

LRI Investments first reported a position in QQEW in Q2 2024 and held it in 3 quarters. The position peaked at $13.7K in Q3 2024. 237 funds tracked by Wall St. Rank hold QQEW as of Q1 2025.

  • LRI Investments reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • LRI Investments sold 106 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2025, an estimated $13.2K.
  • LRI Investments first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2024 and held it in 3 quarters.
  • LRI Investments's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $13.7K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2025.

Based on LRI Investments's 13F filing for Q1 2025, filed 1 May 2025.