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

Pinnacle Family 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
2023 Q1	–	Sell	-3,990	Closed	-$354K	–	108
2022 Q4	$354K	Sell	3,990 -216	-5%	-$19.3K	0.25%	66
2022 Q3	$352K	Buy	4,206 +56	+1%	+$5.21K	0.3%	55
2022 Q2	$362K	Buy	4,150 +1,713	+70%	+$163K	0.3%	63
2022 Q1	$261K	Sell	2,437 -7,855	-76%	-$834K	0.14%	99
2021 Q4	$1.22M	Sell	10,292 -107	-1%	-$12.5K	0.55%	33
2021 Q3	$1.16M	Sell	10,399 -66	-0.6%	-$7.54K	0.52%	36
2021 Q2	$1.17M	Sell	10,465 -130	-1%	-$13.9K	0.51%	40
2021 Q1	$1.09M	Sell	10,595 -8,163	-44%	-$842K	0.57%	40
2020 Q4	$1.89M	Buy	+18,758	New	+$1.75M	1.16%	20

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Pinnacle Family Advisors's QQEW Position: Q1 2023 in Review

Pinnacle Family Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2023, closing a stake of 3,990 shares — an estimated $354K sold.

Pinnacle Family Advisors first reported a position in QQEW in Q4 2020 and held it in 9 quarters. The position peaked at $1.89M in Q4 2020. 170 funds tracked by Wall St. Rank hold QQEW as of Q1 2023.

Pinnacle Family Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
Pinnacle Family Advisors sold 3,990 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2023, an estimated $354K.
Pinnacle Family Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2020 and held it in 9 quarters.
Pinnacle Family Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $1.89M in Q4 2020.
170 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2023.

Based on Pinnacle Family Advisors's 13F filing for Q1 2023, filed 15 May 2023.