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

WealthPLAN 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	-25	Closed	-$2.67K	–	941
2023 Q2	$2.67K	Hold	25	–	–	﹤0.01%	1033
2023 Q1	$2.52K	Buy	+25	New	+$2.4K	﹤0.01%	1104
2015 Q4	$174K	Buy	+12,003	New	+$520K	0.03%	298
2015 Q2	$175K	Hold	4,001	–	–	0.08%	97
2015 Q1	$175K	Buy	+4,001	New	+$173K	0.08%	120

Other funds holding QQEW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthPLAN Partners's QQEW Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2023, closing a stake of 25 shares — an estimated $2.67K sold.

WealthPLAN Partners first reported a position in QQEW in Q1 2015 and held it in 5 quarters. The position peaked at $175K in Q2 2015. 199 funds tracked by Wall St. Rank hold QQEW as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 25 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2023, an estimated $2.67K.
WealthPLAN Partners first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2015 and held it in 5 quarters.
WealthPLAN Partners's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $175K in Q2 2015.
199 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.