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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mount Yale Investment Advisors's QQEW Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 17% in Q1 2026, buying an estimated $137K and bringing the position to 6,830 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #558.

Mount Yale Investment Advisors first reported a position in QQEW in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.06M in Q3 2025. 252 funds tracked by Wall St. Rank hold QQEW as of Q1 2026.

Mount Yale Investment Advisors held 6,830 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $867K as of Q1 2026.
Mount Yale Investment Advisors bought 1,014 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2026, an estimated $137K.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #558 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 4 quarters since.
Mount Yale Investment Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $3.06M in Q3 2025.
252 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.