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First Trust NASDAQ-100 EqualWeighted ETF shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of First Trust NASDAQ-100 EqualWeighted ETF (QQEW) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in First Trust NASDAQ-100 EqualWeighted ETF

Tip: Access up to 7 years of quarterly data

All positions including First Trust NASDAQ-100 EqualWeighted ETF held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust NASDAQ-100 EqualWeighted ETF by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $284k 2.3k 125.45
2024-06-30 $292k 2.4k 123.29
2024-03-31 $280k 2.4k 118.24
2023-12-31 $270k 2.3k 117.45
2023-09-30 $268k 2.6k 104.01
2023-06-30 $242k 2.3k 106.90
2023-03-31 $228k 2.3k 100.65
2022-12-31 $201k 2.3k 88.78
2021-03-31 $57k 555 102.70
2020-12-31 $56k 555 100.90
2020-09-30 $24k 280 85.71

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Apple Stock (AAPL)
Prologis Share Beneficial Int Reit (PLD)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares S&p 500 Index Etf (IVV)
Eli Lilly & Co Stock (LLY)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Nvidia Corp Stock (NVDA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Valeo Financial Advisors

Top funds holding First Trust NASDAQ-100 EqualWeighted ETF

Morgan Stanley
Wells Fargo & Company
Raymond James & Associates
LPL Financial
Bank of America Corporation
Good Life Advisors
Royal Bank of Canada
Envestnet Asset Management
Atlas Private Wealth Advisors
Gratus Wealth Advisors
Commonwealth Equity Services
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Stifel Financial
Advisor Group Holdings

View all funds holding First Trust NASDAQ-100 EqualWeighted ETF