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

TCI Wealth 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
2023 Q2	–	Sell	-40	Closed	-$4.03K	–	1743
2023 Q1	$4.03K	Hold	40	–	–	﹤0.01%	1685
2022 Q4	$3.55K	Hold	40	–	–	﹤0.01%	1754
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	1822
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	1870
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	1771
2021 Q4	$5K	Hold	40	–	–	﹤0.01%	1705
2021 Q3	$4K	Hold	40	–	–	﹤0.01%	1804
2021 Q2	$4K	Buy	40 +20	+100%	+$2.14K	﹤0.01%	1617
2021 Q1	$2K	Buy	+20	New	+$2.06K	﹤0.01%	1859

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 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

TCI Wealth Advisors's QQEW Position: Q2 2023 in Review

TCI Wealth Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2023, closing a stake of 40 shares — an estimated $4.03K sold.

TCI Wealth Advisors first reported a position in QQEW in Q1 2021 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 197 funds tracked by Wall St. Rank hold QQEW as of Q2 2023.

TCI Wealth Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 40 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2023, an estimated $4.03K.
TCI Wealth Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $5K in Q4 2021.
197 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.