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Morton Brown Family Wealth’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Morton Brown Family Wealth’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 		$23.9K Hold
150
– – 0.01% 154
2026
Q1 		$19K Hold
150
– – 0.01% 158
2025
Q4 		$21.3K Buy
+150
New +$21.3K 0.01% 152

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Kestra Advisory Services
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morton Brown Family Wealth's QQEW Position: Q2 2026 in Review

Morton Brown Family Wealth held its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) position steady in Q2 2026 at 150 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #154.

Morton Brown Family Wealth first reported a position in QQEW in Q4 2025 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

  • Morton Brown Family Wealth held 150 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $23.9K as of Q2 2026.
  • Morton Brown Family Wealth left its First Trust Nasdaq-100 Select Equal Weight ETF share count unchanged in Q2 2026.
  • First Trust Nasdaq-100 Select Equal Weight ETF made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #154 holding.
  • Morton Brown Family Wealth first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.