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

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-150	Closed	-$16K	–	305
2021 Q4	$16K	Hold	150	–	–	0.01%	310
2021 Q3	$18K	Hold	150	–	–	0.01%	305
2021 Q2	$17K	Hold	150	–	–	0.01%	314
2021 Q1	$16K	Hold	150	–	–	0.01%	323
2020 Q4	$15K	Sell	150 -125	-45%	-$11.7K	0.01%	295
2020 Q3	$25K	Hold	275	–	–	0.02%	249
2020 Q2	$22K	Hold	275	–	–	0.02%	256
2020 Q1	$18K	Hold	275	–	–	0.02%	259
2019 Q4	$20K	Buy	+275	New	+$19.2K	0.02%	241

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Stonebridge Financial Planning Group's QQEW Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2022, closing a stake of 150 shares — an estimated $16K sold.

Stonebridge Financial Planning Group first reported a position in QQEW in Q4 2019 and held it in 9 quarters. The position peaked at $25K in Q3 2020. 156 funds tracked by Wall St. Rank hold QQEW as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 150 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2022, an estimated $16K.
Stonebridge Financial Planning Group first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $25K in Q3 2020.
156 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.