WEPOG
QQEW icon

Wealth Enhancement & Preservation of GA’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q1 		– Sell
-3,680
Closed -$436K – 54
2021
Q4 		$436K Buy
+3,680
New +$428K 0.29% 42

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's QQEW Position: Q1 2022 in Review

Wealth Enhancement & Preservation of GA sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2022, closing a stake of 3,680 shares — an estimated $436K sold.

Wealth Enhancement & Preservation of GA first reported a position in QQEW in Q4 2021 and held it in 1 quarter. The position peaked at $436K in Q4 2021. 156 funds tracked by Wall St. Rank hold QQEW as of Q1 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 3,680 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2022, an estimated $436K.
  • Wealth Enhancement & Preservation of GA first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $436K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2022, filed 6 May 2022.