WMS Partners’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

WMS Partners’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
2025 Q1	–	Sell	-2,320	Closed	-$290K	–	208
2024 Q4	$290K	Buy	+2,320	New	+$297K	0.02%	247
2022 Q1	–	Sell	-2,915	Closed	-$345K	–	297
2021 Q4	$345K	Buy	+2,915	New	+$339K	0.07%	144

Other funds holding QQEW

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

WMS Partners's QQEW Position: Q1 2025 in Review

WMS Partners sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2025, closing a stake of 2,320 shares — an estimated $290K sold.

WMS Partners first reported a position in QQEW in Q4 2021 and held it in 2 quarters. The position peaked at $345K in Q4 2021. 237 funds tracked by Wall St. Rank hold QQEW as of Q1 2025.

WMS Partners reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 2,320 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2025, an estimated $290K.
WMS Partners first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2021 and held it in 2 quarters.
WMS Partners's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $345K in Q4 2021.
237 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.