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

Mount Yale 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	$1.1M	Buy	6,898 +68	+1%	+$9.86K	0.02%	559
2026 Q1	$867K	Buy	6,830 +1,014	+17%	+$137K	0.02%	558
2025 Q4	$827K	Sell	5,816 -15,866	-73%	-$2.26M	0.04%	353
2025 Q3	$3.06M	Buy	21,682 +21,061	+3,391%	+$2.89M	0.21%	109
2025 Q2	$84.8K	Buy	+621	New	+$78.2K	0.01%	693

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

Mount Yale Investment Advisors's QQEW Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 1% in Q2 2026, buying an estimated $9.86K and bringing the position to 6,898 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #559.

Mount Yale Investment Advisors first reported a position in QQEW in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.06M in Q3 2025. 266 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Mount Yale Investment Advisors held 6,898 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $1.1M as of Q2 2026.
Mount Yale Investment Advisors bought 68 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2026, an estimated $9.86K.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #559 holding.
Mount Yale Investment Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
Mount Yale Investment Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $3.06M in Q3 2025.
266 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.