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

Wipfli Financial 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
2022
Q3 		$6K Buy
+70
New +$6.52K ﹤0.01% 2036

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wipfli Financial Advisors's QQEW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2022: 70 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2036 among its holdings.

153 funds tracked by Wall St. Rank hold QQEW as of Q3 2022.

  • Wipfli Financial Advisors held 70 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $6K as of Q3 2022.
  • First Trust Nasdaq-100 Select Equal Weight ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • First Trust Nasdaq-100 Select Equal Weight ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2036 holding.
  • 153 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.