Mark Sheptoff Financial Planning’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Mark Sheptoff Financial Planning’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	-105	Closed	-$13.1K	–	460
2024 Q4	$13.1K	Hold	105	–	–	0.01%	296
2024 Q3	$13.2K	Sell	105 -500	-83%	-$61.2K	0.01%	283
2024 Q2	$74.6K	Hold	605	–	–	0.04%	157
2024 Q1	$75K	Buy	605 +25	+4%	+$3.01K	0.04%	147
2023 Q4	$68.1K	Buy	580 +500	+625%	+$53.8K	0.04%	141
2023 Q3	$8.32K	Hold	80	–	–	0.01%	278
2023 Q2	$8.55K	Hold	80	–	–	﹤0.01%	281
2023 Q1	$8.05K	Buy	+80	New	+$7.68K	﹤0.01%	276

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's QQEW Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2025, closing a stake of 105 shares — an estimated $13.1K sold.

Mark Sheptoff Financial Planning first reported a position in QQEW in Q1 2023 and held it in 8 quarters. The position peaked at $75K in Q1 2024. 237 funds tracked by Wall St. Rank hold QQEW as of Q1 2025.

Mark Sheptoff Financial Planning reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 105 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2025, an estimated $13.1K.
Mark Sheptoff Financial Planning first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2023 and held it in 8 quarters.
Mark Sheptoff Financial Planning's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $75K in Q1 2024.
237 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.