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

Whipplewood 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
2026 Q2	–	Sell	-500	Closed	-$63.5K	–	950
2026 Q1	$63.5K	Hold	500	–	–	0.03%	236
2025 Q4	$71.1K	Hold	500	–	–	0.05%	177
2025 Q3	$70.6K	Hold	500	–	–	0.05%	173
2025 Q2	$68.2K	Sell	500 -2,349	-82%	-$296K	0.04%	279
2025 Q1	$80.4K	Buy	2,849 +2,184	+328%	+$280K	0.05%	248
2024 Q4	$83.1K	Buy	+665	New	+$85.2K	0.05%	248

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

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

Whipplewood Advisors's QQEW Position: Q2 2026 in Review

Whipplewood Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2026, closing a stake of 500 shares — an estimated $63.5K sold.

Whipplewood Advisors first reported a position in QQEW in Q4 2024 and held it in 6 quarters. The position peaked at $83.1K in Q4 2024. 264 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Whipplewood Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 500 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2026, an estimated $63.5K.
Whipplewood Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $83.1K in Q4 2024.
264 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.