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

Sage Mountain 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
-7,683
Closed -$682K – 338
2022
Q4 		$682K Buy
7,683
+11
+0.1% +$982 0.16% 56
2022
Q3 		$642K Buy
+7,672
New +$715K 0.17% 52

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
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sage Mountain Advisors's QQEW Position: Q1 2023 in Review

Sage Mountain Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2023, closing a stake of 7,683 shares — an estimated $682K sold.

Sage Mountain Advisors first reported a position in QQEW in Q3 2022 and held it in 2 quarters. The position peaked at $682K in Q4 2022. 170 funds tracked by Wall St. Rank hold QQEW as of Q1 2023.

  • Sage Mountain Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Sage Mountain Advisors sold 7,683 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2023, an estimated $682K.
  • Sage Mountain Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q3 2022 and held it in 2 quarters.
  • Sage Mountain Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $682K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2023.

Based on Sage Mountain Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.