Moneta Group Investment Advisors’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Moneta Group Investment 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
2026 Q2	$552K	Buy	3,459 +23	+0.7%	+$3.33K	﹤0.01%	520
2026 Q1	$436K	Hold	3,436	–	–	﹤0.01%	542
2025 Q4	$488K	Sell	3,436 -1	-0%	-$142	﹤0.01%	505
2025 Q3	$485K	Buy	3,437 +74	+2%	+$10.2K	﹤0.01%	503
2025 Q2	$459K	Buy	3,363 +130	+4%	+$16.4K	0.01%	454
2025 Q1	$391K	Hold	3,233	–	–	0.01%	475
2024 Q4	$404K	Buy	3,233 +34	+1%	+$4.36K	0.01%	467
2024 Q3	$401K	Hold	3,199	–	–	0.01%	456
2024 Q2	$394K	Sell	3,199 -981	-23%	-$119K	0.01%	432
2024 Q1	$518K	Hold	4,180	–	–	0.01%	371
2023 Q4	$491K	Buy	+4,180	New	+$450K	0.01%	344

Other funds holding QQEW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Moneta Group Investment Advisors's QQEW Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 0.67% in Q2 2026, buying an estimated $3.33K and bringing the position to 3,459 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Moneta Group Investment Advisors first reported a position in QQEW in Q4 2023 and has held it in 11 quarters since. 266 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Moneta Group Investment Advisors held 3,459 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $552K as of Q2 2026.
Moneta Group Investment Advisors bought 23 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2026, an estimated $3.33K.
First Trust Nasdaq-100 Select Equal Weight ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #520 holding.
Moneta Group Investment Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
266 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.