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Pathstone Family Office’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Pathstone Family Office’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
2023
Q3 		$406K Buy
+3,900
New +$420K ﹤0.01% 1145

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pathstone Family Office's QQEW Position: Q3 2023 in Review

Pathstone Family Office opened a new position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2023: 3,900 shares worth $406K. The stake represents ﹤0.01% of the portfolio and ranks #1145 among its holdings.

199 funds tracked by Wall St. Rank hold QQEW as of Q3 2023.

  • Pathstone Family Office held 3,900 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $406K as of Q3 2023.
  • First Trust Nasdaq-100 Select Equal Weight ETF was a new Pathstone Family Office position in Q3 2023.
  • First Trust Nasdaq-100 Select Equal Weight ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1145 holding.
  • 199 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.