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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Sound Financial Strategies Group's QQEW Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 2% in Q1 2026, selling an estimated $50.5K and leaving 18,585 shares worth $2.36M. The position accounts for 1.61% of the portfolio, ranked #18.

Sound Financial Strategies Group first reported a position in QQEW in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.69M in Q4 2025. 252 funds tracked by Wall St. Rank hold QQEW as of Q1 2026.

Sound Financial Strategies Group held 18,585 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $2.36M as of Q1 2026.
Sound Financial Strategies Group sold 373 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2026, an estimated $50.5K.
First Trust Nasdaq-100 Select Equal Weight ETF made up 1.61% of Sound Financial Strategies Group's portfolio in Q1 2026, its #18 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 5 quarters since.
Sound Financial Strategies Group's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $2.69M 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 Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.