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United Capital Financial Advisors’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

United Capital Financial 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
Q3 		– Sell
-2,459
Closed -$263K – 886
2023
Q2 		$263K Buy
2,459
+2
+0.1% +$202 ﹤0.01% 798
2023
Q1 		$247K Sell
2,457
-26
-1% -$2.5K ﹤0.01% 872
2022
Q4 		$220K Sell
2,483
-81
-3% -$7.23K ﹤0.01% 957
2022
Q3 		$215K Sell
2,564
-796
-24% -$74.1K ﹤0.01% 998
2022
Q2 		$293K Buy
3,360
+821
+32% +$78K ﹤0.01% 949
2022
Q1 		$272K Buy
2,539
+17
+0.7% +$1.8K ﹤0.01% 1015
2021
Q4 		$299K Sell
2,522
-299
-11% -$34.8K ﹤0.01% 1027
2021
Q3 		$314K Sell
2,821
-958
-25% -$109K ﹤0.01% 992
2021
Q2 		$424K Buy
3,779
+9
+0.2% +$963 ﹤0.01% 915
2021
Q1 		$389K Buy
3,770
+110
+3% +$11.3K ﹤0.01% 919
2020
Q4 		$369K Buy
3,660
+326
+10% +$30.4K ﹤0.01% 936
2020
Q3 		$288K Buy
3,334
+139
+4% +$11.8K ﹤0.01% 965
2020
Q2 		$255K Buy
+3,195
New +$233K ﹤0.01% 1033

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

United Capital Financial Advisors's QQEW Position: Q3 2023 in Review

United Capital Financial Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2023, closing a stake of 2,459 shares — an estimated $263K sold.

United Capital Financial Advisors first reported a position in QQEW in Q2 2020 and held it in 13 quarters. The position peaked at $424K in Q2 2021. 199 funds tracked by Wall St. Rank hold QQEW as of Q3 2023.

  • United Capital Financial Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,459 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2023, an estimated $263K.
  • United Capital Financial Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2020 and held it in 13 quarters.
  • United Capital Financial Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $424K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.