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

Realta 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
2024 Q3	–	Sell	-2,229	Closed	-$275K	–	675
2024 Q2	$275K	Buy	+2,229	New	+$270K	0.05%	328
2020 Q1	–	Sell	-205	Closed	-$15K	–	1131
2019 Q4	$15K	Hold	205	–	–	﹤0.01%	1025
2019 Q3	$14K	Hold	205	–	–	﹤0.01%	1027
2019 Q2	$14K	Buy	+205	New	+$13.4K	﹤0.01%	1053

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

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

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

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Realta Investment Advisors's QQEW Position: Q3 2024 in Review

Realta Investment Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2024, closing a stake of 2,229 shares — an estimated $275K sold.

Realta Investment Advisors first reported a position in QQEW in Q2 2019 and held it in 4 quarters. The position peaked at $275K in Q2 2024. 222 funds tracked by Wall St. Rank hold QQEW as of Q3 2024.

Realta Investment Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 2,229 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2024, an estimated $275K.
Realta Investment Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2019 and held it in 4 quarters.
Realta Investment Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $275K in Q2 2024.
222 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.