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

SHP 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
Q1 		– Sell
-640
Closed -$91K – 1896
2025
Q4 		$91K Buy
+640
New +$91K 0.01% 367

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 $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SHP Wealth Management's QQEW Position: Q1 2026 in Review

SHP Wealth Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2026, closing a stake of 640 shares — an estimated $91K sold.

SHP Wealth Management first reported a position in QQEW in Q4 2025 and held it in 1 quarter. The position peaked at $91K in Q4 2025. 252 funds tracked by Wall St. Rank hold QQEW as of Q1 2026.

  • SHP Wealth Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 640 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2026, an estimated $91K.
  • SHP Wealth Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $91K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.