White Lighthouse Investment Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

White Lighthouse Investment Management’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 Q3	–	Sell	-3,600	Closed	-$218K	–	121
2018 Q2	$218K	Sell	3,600 -1,500	-29%	-$90K	0.12%	109
2018 Q1	$301K	Sell	5,100 -4,425	-46%	-$268K	0.17%	94
2017 Q4	$552K	Buy	+9,525	New	+$542K	0.32%	68

Other funds holding QQEW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

White Lighthouse Investment Management's QQEW Position: Q3 2018 in Review

White Lighthouse Investment Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2018, closing a stake of 3,600 shares — an estimated $218K sold.

White Lighthouse Investment Management first reported a position in QQEW in Q4 2017 and held it in 3 quarters. The position peaked at $552K in Q4 2017. 77 funds tracked by Wall St. Rank hold QQEW as of Q3 2018.

White Lighthouse Investment Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2018 after selling out during the quarter.
White Lighthouse Investment Management sold 3,600 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2018, an estimated $218K.
White Lighthouse Investment Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2017 and held it in 3 quarters.
White Lighthouse Investment Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $552K in Q4 2017.
77 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2018.

Based on White Lighthouse Investment Management's 13F filing for Q3 2018, filed 24 Oct 2018.