Wealthstreet Investment Advisors’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Wealthstreet Investment 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
2018 Q4	–	Sell	-3,500	Closed	-$223K	–	341
2018 Q3	$223K	Hold	3,500	–	–	0.03%	327
2018 Q2	$212K	Hold	3,500	–	–	0.03%	325
2018 Q1	$206K	Hold	3,500	–	–	0.03%	325
2017 Q4	$203K	Buy	+3,500	New	+$199K	0.02%	323

Other funds holding QQEW

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

RJFSA

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Wealthstreet Investment Advisors's QQEW Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q4 2018, closing a stake of 3,500 shares — an estimated $223K sold.

Wealthstreet Investment Advisors first reported a position in QQEW in Q4 2017 and held it in 4 quarters. The position peaked at $223K in Q3 2018. 79 funds tracked by Wall St. Rank hold QQEW as of Q4 2018.

Wealthstreet Investment Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q4 2018 after selling out during the quarter.
Wealthstreet Investment Advisors sold 3,500 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q4 2018, an estimated $223K.
Wealthstreet Investment Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2017 and held it in 4 quarters.
Wealthstreet Investment Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $223K in Q3 2018.
79 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.