M&R Capital Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

M&R Capital Management’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 Q4	–	Sell	-1,600	Closed	-$138K	–	460
2020 Q3	$138K	Hold	1,600	–	–	0.03%	170
2020 Q2	$127K	Buy	+1,600	New	+$117K	0.03%	175

Other funds holding QQEW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

M&R Capital Management's QQEW Position: Q4 2020 in Review

M&R Capital Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q4 2020, closing a stake of 1,600 shares — an estimated $138K sold.

M&R Capital Management first reported a position in QQEW in Q2 2020 and held it in 2 quarters. The position peaked at $138K in Q3 2020. 136 funds tracked by Wall St. Rank hold QQEW as of Q4 2020.

M&R Capital Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q4 2020 after selling out during the quarter.
M&R Capital Management sold 1,600 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q4 2020, an estimated $138K.
M&R Capital Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2020 and held it in 2 quarters.
M&R Capital Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $138K in Q3 2020.
136 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q4 2020.

Based on M&R Capital Management's 13F filing for Q4 2020, filed 5 Jan 2021.