Robertson Stephens Wealth Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Robertson Stephens Wealth Management’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
2026 Q2	$443K	Hold	2,775	–	–	0.01%	463
2026 Q1	$352K	Hold	2,775	–	–	0.01%	473
2025 Q4	$394K	Hold	2,775	–	–	0.01%	477
2025 Q3	$392K	Hold	2,775	–	–	0.01%	402
2025 Q2	$379K	Buy	+2,775	New	+$349K	0.01%	422

Other funds holding QQEW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Robertson Stephens Wealth Management's QQEW Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) position steady in Q2 2026 at 2,775 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #463.

Robertson Stephens Wealth Management first reported a position in QQEW in Q2 2025 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Robertson Stephens Wealth Management held 2,775 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $443K as of Q2 2026.
Robertson Stephens Wealth Management left its First Trust Nasdaq-100 Select Equal Weight ETF share count unchanged in Q2 2026.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #463 holding.
Robertson Stephens Wealth Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
264 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.