Sequent Planning’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Sequent Planning’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	$322K	Sell	2,017 -675	-25%	-$97.9K	0.07%	206
2026 Q1	$342K	Buy	2,692 +3	+0.1%	+$406	0.08%	163
2025 Q4	$382K	Sell	2,689 -92	-3%	-$13.1K	0.1%	145
2025 Q3	$392K	Sell	2,781 -110	-4%	-$15.1K	0.11%	134
2025 Q2	$395K	Sell	2,891 -46	-2%	-$5.79K	0.13%	105
2025 Q1	$355K	Sell	2,937 -55	-2%	-$7.04K	0.13%	103
2024 Q4	$374K	Sell	2,992 -95	-3%	-$12.2K	0.14%	101
2024 Q3	$387K	Buy	+3,087	New	+$378K	0.13%	103
2024 Q2	–	Sell	-3,244	Closed	-$402K	–	146
2024 Q1	$402K	Buy	+3,244	New	+$391K	0.15%	98

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

Sequent Planning's QQEW Position: Q2 2026 in Review

Sequent Planning reduced its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 25% in Q2 2026, selling an estimated $97.9K and leaving 2,017 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #206.

Sequent Planning first reported a position in QQEW in Q1 2024 and has held it in 9 quarters since. The position peaked at $402K in Q1 2024. 264 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Sequent Planning held 2,017 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $322K as of Q2 2026.
Sequent Planning sold 675 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2026, an estimated $97.9K.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #206 holding.
Sequent Planning first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $402K in Q1 2024.
264 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.