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Plante Moran Financial Advisors’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Plante Moran Financial 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
2024
Q1 		– Sell
-179
Closed -$21K – 916
2023
Q4 		$21K Buy
+179
New +$19.3K ﹤0.01% 448
2019
Q3 		– Sell
-142
Closed -$9K – 900
2019
Q2 		$9K Buy
+142
New +$9.27K ﹤0.01% 586

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plante Moran Financial Advisors's QQEW Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2024, closing a stake of 179 shares — an estimated $21K sold.

Plante Moran Financial Advisors first reported a position in QQEW in Q2 2019 and held it in 2 quarters. The position peaked at $21K in Q4 2023. 227 funds tracked by Wall St. Rank hold QQEW as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 179 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2024, an estimated $21K.
  • Plante Moran Financial Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2019 and held it in 2 quarters.
  • Plante Moran Financial Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $21K in Q4 2023.
  • 227 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.