Sound Financial Strategies Group’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Sound Financial Strategies Group’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	$2.94M	Sell	18,437 -148	-0.8%	-$21.5K	1.87%	17
2026 Q1	$2.36M	Sell	18,585 -373	-2%	-$50.5K	1.61%	18
2025 Q4	$2.69M	Sell	18,958 -77	-0.4%	-$10.9K	1.9%	14
2025 Q3	$2.69M	Buy	19,035 +2,226	+13%	+$306K	1.96%	12
2025 Q2	$2.29M	Sell	16,809 -1,268	-7%	-$160K	1.94%	9
2025 Q1	$2.19M	Buy	+18,077	New	+$2.32M	1.95%	8

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

Sound Financial Strategies Group's QQEW Position: Q2 2026 in Review

Sound Financial Strategies Group reduced its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 0.8% in Q2 2026, selling an estimated $21.5K and leaving 18,437 shares worth $2.94M. The position accounts for 1.87% of the portfolio, ranked #17.

Sound Financial Strategies Group first reported a position in QQEW in Q1 2025 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Sound Financial Strategies Group held 18,437 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $2.94M as of Q2 2026.
Sound Financial Strategies Group sold 148 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2026, an estimated $21.5K.
First Trust Nasdaq-100 Select Equal Weight ETF made up 1.87% of Sound Financial Strategies Group's portfolio in Q2 2026, its #17 holding.
Sound Financial Strategies Group first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
266 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.