Wagner Wealth Management (South Carolina)’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-20	Closed	-$2K	–	602
2022 Q3	$2K	Buy	20 +3	+18%	+$279	﹤0.01%	618
2022 Q2	$1K	Buy	+17	New	+$1.61K	﹤0.01%	674
2022 Q1	–	Sell	-17	Closed	-$2K	–	558
2021 Q4	$2K	Hold	17	–	–	﹤0.01%	637
2021 Q3	$2K	Hold	17	–	–	﹤0.01%	605
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	641
2021 Q1	$2K	Buy	+17	New	+$1.75K	﹤0.01%	607

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Wagner Wealth Management (South Carolina)'s QQEW Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q4 2022, closing a stake of 20 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in QQEW in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 166 funds tracked by Wall St. Rank hold QQEW as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 20 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q4 2022, an estimated $2K.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $2K in Q3 2022.
166 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.