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

Synergy Investment 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	$70.2K	Buy	+553	New	+$74.9K	0.02%	242
2025 Q2	–	Sell	-450	Closed	-$54.4K	–	441
2025 Q1	$54.4K	Hold	450	–	–	0.02%	223
2024 Q4	$56.2K	Buy	+450	New	+$57.7K	0.02%	224

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 $26.4B AUM 21.05% 1-Year Est. Return

Synergy Investment Management's QQEW Position: Q1 2026 in Review

Synergy Investment Management opened a new position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2026: 553 shares worth $70.2K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in QQEW as recently as Q1 2025.

Synergy Investment Management first reported a position in QQEW in Q4 2024 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold QQEW as of Q1 2026.

Synergy Investment Management held 553 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $70.2K as of Q1 2026.
First Trust Nasdaq-100 Select Equal Weight ETF was a new Synergy Investment Management position in Q1 2026.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #242 holding.
Synergy Investment Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2024 and has held it in 3 quarters since.
252 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.