Wealthcare Advisory Partners’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Wealthcare Advisory Partners’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	-7,384	Closed	-$789K	–	738
2023 Q2	$789K	Buy	+7,384	New	+$746K	0.04%	343
2021 Q2	–	Sell	-1,000	Closed	-$103K	–	1541
2021 Q1	$103K	Buy	+1,000	New	+$103K	0.01%	663
2020 Q2	–	Sell	-1,000	Closed	-$62K	–	1102
2020 Q1	$62K	Hold	1,000	–	–	0.01%	465
2019 Q4	$74K	Hold	1,000	–	–	0.01%	467
2019 Q3	$66K	Buy	+1,000	New	+$67K	0.01%	476
2018 Q2	–	Sell	-270	Closed	-$16K	–	1295
2018 Q1	$16K	Sell	270 -110	-29%	-$6.67K	﹤0.01%	639
2017 Q4	$22K	Sell	380 -70	-16%	-$3.98K	0.01%	522
2017 Q3	$25K	Buy	+450	New	+$24.5K	0.01%	396

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

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

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

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

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

Wealthcare Advisory Partners's QQEW Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2023, closing a stake of 7,384 shares — an estimated $789K sold.

Wealthcare Advisory Partners first reported a position in QQEW in Q3 2017 and held it in 8 quarters. The position peaked at $789K in Q2 2023. 199 funds tracked by Wall St. Rank hold QQEW as of Q3 2023.

Wealthcare Advisory Partners reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,384 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2023, an estimated $789K.
Wealthcare Advisory Partners first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q3 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $789K in Q2 2023.
199 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.