Wilbanks Smith & Thomas Asset Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q4	–	Sell	-470	Closed	-$30K	–	1072
2018 Q3	$30K	Buy	+470	New	+$29.5K	﹤0.01%	792

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Wilbanks Smith & Thomas Asset Management's QQEW Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q4 2018, closing a stake of 470 shares — an estimated $30K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in QQEW in Q3 2018 and held it in 1 quarter. The position peaked at $30K in Q3 2018. 79 funds tracked by Wall St. Rank hold QQEW as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 470 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q4 2018, an estimated $30K.
Wilbanks Smith & Thomas Asset Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $30K 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 Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.