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

Simon Quick 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
2020 Q1	–	Sell	-2,261	Closed	-$167K	–	661
2019 Q4	$167K	Hold	2,261	–	–	0.06%	105
2019 Q3	$150K	Hold	2,261	–	–	0.07%	91
2019 Q2	$151K	Buy	2,261 +2,001	+770%	+$131K	0.08%	71
2019 Q1	$17K	Buy	+260	New	+$15.9K	0.01%	318

Other funds holding QQEW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Simon Quick Advisors's QQEW Position: Q1 2020 in Review

Simon Quick Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2020, closing a stake of 2,261 shares — an estimated $167K sold.

Simon Quick Advisors first reported a position in QQEW in Q1 2019 and held it in 4 quarters. The position peaked at $167K in Q4 2019. 108 funds tracked by Wall St. Rank hold QQEW as of Q1 2020.

Simon Quick Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
Simon Quick Advisors sold 2,261 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2020, an estimated $167K.
Simon Quick Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2019 and held it in 4 quarters.
Simon Quick Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $167K in Q4 2019.
108 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.