Tyler-Stone Wealth Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$1.11M	Buy	8,105 +6	+0.1%	+$756	0.18%	105
2025 Q1	$979K	Sell	8,099 -443	-5%	-$56.7K	0.18%	111
2024 Q4	$1.07M	Sell	8,542 -433	-5%	-$55.5K	0.19%	95
2024 Q3	$1.13M	Buy	8,975 +3,641	+68%	+$446K	0.21%	89
2024 Q2	$658K	Sell	5,334 -14	-0.3%	-$1.69K	0.27%	77
2024 Q1	$663K	Buy	5,348 +892	+20%	+$107K	0.29%	70
2023 Q4	$523K	Buy	4,456 +40	+0.9%	+$4.3K	0.26%	76
2023 Q3	$459K	Buy	4,416 +252	+6%	+$27.1K	0.26%	78
2023 Q2	$445K	Buy	+4,164	New	+$420K	0.25%	81
2022 Q4	$403K	Buy	4,541 +16	+0.4%	+$1.43K	0.27%	78
2022 Q3	$379K	Sell	4,525 -390	-8%	-$36.3K	0.29%	70
2022 Q2	$429K	Buy	4,915 +1	+0%	+$95	0.29%	73
2022 Q1	$527K	Sell	4,914 -25	-0.5%	-$2.65K	0.29%	75
2021 Q4	$585K	Buy	+4,939	New	+$575K	0.31%	70

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

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

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

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

Tyler-Stone Wealth Management's QQEW Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 0.07% in Q2 2025, buying an estimated $756 and bringing the position to 8,105 shares worth $1.11M. The position accounts for 0.18% of the portfolio, ranked #105.

Tyler-Stone Wealth Management first reported a position in QQEW in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.13M in Q3 2024. 244 funds tracked by Wall St. Rank hold QQEW as of Q2 2025.

Tyler-Stone Wealth Management held 8,105 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $1.11M as of Q2 2025.
Tyler-Stone Wealth Management bought 6 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2025, an estimated $756.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.18% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #105 holding.
Tyler-Stone Wealth Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $1.13M in Q3 2024.
244 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.