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

Morton 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
2026 Q2	$247K	Buy	+1,545	New	+$224K	0.03%	134
2026 Q1	–	Sell	-1,545	Closed	-$220K	–	144
2025 Q4	$220K	Hold	1,545	–	–	0.03%	117
2025 Q3	$218K	Hold	1,545	–	–	0.04%	122
2025 Q2	$211K	Buy	+1,545	New	+$195K	0.04%	115

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

Morton Capital Management's QQEW Position: Q2 2026 in Review

Morton Capital Management opened a new position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2026: 1,545 shares worth $247K. The stake represents 0.03% of the portfolio and ranks #134 among its holdings. This is a return to the name: Morton Capital Management previously reported a position in QQEW as recently as Q4 2025.

Morton Capital Management first reported a position in QQEW in Q2 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Morton Capital Management held 1,545 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $247K as of Q2 2026.
First Trust Nasdaq-100 Select Equal Weight ETF was a new Morton Capital Management position in Q2 2026.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #134 holding.
Morton Capital Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
264 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.