Northstar Wealth Partners’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Northstar Wealth Partners’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
2017 Q4	–	Sell	-8,632	Closed	-$484K	–	133
2017 Q3	$484K	Buy	8,632 +258	+3%	+$14K	0.47%	70
2017 Q2	$448K	Buy	8,374 +934	+13%	+$49.5K	0.41%	76
2017 Q1	$381K	Buy	+7,440	New	+$371K	0.35%	86

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Northstar Wealth Partners's QQEW Position: Q4 2017 in Review

Northstar Wealth Partners sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q4 2017, closing a stake of 8,632 shares — an estimated $484K sold.

Northstar Wealth Partners first reported a position in QQEW in Q1 2017 and held it in 3 quarters. The position peaked at $484K in Q3 2017. 75 funds tracked by Wall St. Rank hold QQEW as of Q4 2017.

Northstar Wealth Partners reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q4 2017 after selling out during the quarter.
Northstar Wealth Partners sold 8,632 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q4 2017, an estimated $484K.
Northstar Wealth Partners first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2017 and held it in 3 quarters.
Northstar Wealth Partners's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $484K in Q3 2017.
75 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q4 2017.

Based on Northstar Wealth Partners's 13F filing for Q4 2017, filed 13 Feb 2018.