Constituent dispersion · breadth vs the index

QQEW — First Trust Nasdaq-100 Equal Weight

49/49 covered · 100% by weight · benchmark: QQEW price · closes through 2026-08-03 ·holdings as of 2026-06-16

Concentration 19.2% in top 5 43.1 effective names · HHI 232
RS vs S&P 500 21d -1.91pp sector return − SPY
RS vs Nasdaq-100 21d +1.58pp sector return − QQQ
Improving below the surface - the A/D line is rising while price is flat-to-down; more names participating than the headline shows. Last 21 sessions — price -0.18% · A/D +9 (+0.18/name)
QQEW price
Cumulative advance / decline of constituents — rises when more names are up than down; turns before price at inflections

Divergence over time — price vs breadth, by horizon

The hero read is the 1-month picture; here the same price↔breadth divergence across 1 week / 1 month / 1 quarter, computed over the 126-session history. A/D /name is net advancers-minus-decliners per covered constituent; % beating Δ and median−ETF Δ show how participation shifted. Price rising while those fall = the move is narrowing under the surface.

HorizonPriceA/D /name% beating ΔMedian−ETF ΔRead
1 week +3.19% +0.98 -6pp -4.02pp Confirming ↑
1 month -0.18% +0.18 +10pp -0.08pp Improving
1 quarter +13.16% +1.24 +23pp +6.07pp Confirming ↑

Over the last 126 sessions: price up +12.71%, breadth up (+2.96/name) · % beating 42→65 · median−ETF -1.73pp→+2.71pp.

Stocks above their moving average — participation breadth

Of the 49 covered constituents, the share trading above each simple moving average — the classic breadth gauge. A firm index price with a low %-above-MA is a narrow, top-heavy tape. As of 2026-08-03.

5-day 69.39% 34/49 above
20-day 65.31% 32/49 above
50-day 63.27% 31/49 above
100-day 68.75% 33/48 above
150-day 68.75% 33/48 above
200-day 65.96% 31/47 above
% of constituents above their 50-day average — breadth over the last year; 50% is the participation midpoint

New highs & new lows — by horizon

How many of the 49 covered constituents closed today at a new high (or low) over each window, and the net. A shrinking net as the index holds up = fewer names leading.

HorizonNew highsNew lowsNet
5-Day 20 (41%) 7 (14%) +13
1-Month 11 (22%) 2 (4%) +9
3-Month 6 (12%) 0 (0%) +6
6-Month 4 (8%) 0 (0%) +4
52-Week 3 (6%) 0 (0%) +3
YTD 4 (8%) 0 (0%) +4

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +1.29% +0.79% -0.50pp 36 / 13 20 / 29 20 of 49 ±2.8%
5d +3.19% +3.17% -0.02pp 36 / 13 24 / 25 7 of 49 ±7.9%
21d -0.18% +2.53% +2.71pp 31 / 18 32 / 17 2 of 49 ±12.16%
YTD +10.71% +5.75% -4.96pp 28 / 19 20 / 27 2 of 47 ±54.92%

Median − ETF below zero means the typical name is lagging the cap-weighted index — the move is top-heavy. "Beat" counts constituents outperforming the ETF over the window. Dispersion is the cross-sectional standard deviation of constituent returns — high = a stock-picker's tape, low = pure beta.

What drove the move — contribution = weight × return

Today (1d)

  • CRWD+6.12%+0.18pp
  • AXON+9.12%+0.16pp
  • PANW+4.61%+0.13pp
  • ALNY+7.21%+0.12pp
  • META+6.02%+0.11pp
  • MPWR-5.73%-0.15pp
  • STX-2.93%-0.11pp
  • MNST-2.94%-0.06pp
  • AAPL-1.78%-0.04pp
  • CDNS-1.14%-0.03pp

This month (21d)

  • MSFT+24.88%+0.47pp
  • DXCM+22.54%+0.41pp
  • WDAY+21.90%+0.4pp
  • ROST+18.50%+0.34pp
  • ADBE+14.39%+0.25pp
  • ARM-24.18%-1.21pp
  • MU-14.96%-0.6pp
  • KLAC-22.42%-0.54pp
  • APP-22.94%-0.49pp
  • ALNY-29.56%-0.48pp

Each name's contribution = its index weight × its return — the percentage points it added to (green) or subtracted from (red) the ETF's move. Computed across covered names.

Leaders & laggards (21-day)

  • MSFT+24.88%
  • DXCM+22.54%
  • WDAY+21.90%
  • ROST+18.50%
  • INTU+16.14%
  • ALNY-29.56%
  • ARM-24.18%
  • APP-22.94%
  • KLAC-22.42%
  • LRCX-16.16%

QQEW — constituent leadership race

$100 in each covered QQEW constituent at 2025-12-30, rebased to 100. Watch leadership change hands.

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Each covered constituent started at $100 at the window open; the bars race by total return (top 12 shown). Decision-support, not investment advice.

Constituents — 49 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
ARM Arm Holdings Plc ADR 5.02% 239.06 -0.26% -10.24% -24.18% +118.70% 2
MU Micron Technology 3.98% 829.50 +0.79% -7.85% -14.96% +190.76% 10
STX Seagate Technology Holdings 3.80% 831.06 -2.93% +1.72% +1.33% +202.30% 43
DDOG Datadog Inc Cl A 3.29% 273.60 +2.10% +8.63% +5.09% +101.19% 67
FTNT Fortinet Inc 3.10% 163.21 +0.78% +7.11% +4.45% +105.53% 61
CRWD Crowdstrike Holdings 2.97% 202.54 +6.12% +12.45% +4.41% +72.83% 55
PANW Palo Alto Networks 2.89% 347.13 +4.61% +9.39% -0.27% +88.45% 33
MPWR Monolithic Power Sys 2.61% 1344.37 -5.73% +0.40% +4.36% +48.62% 53
LRCX Lam Research Corp 2.49% 294.61 +0.54% +1.03% -16.16% +72.43% 8
CDNS Cadence Design Sys 2.45% 336.15 -1.14% -0.73% -9.91% +7.54% 18
KLAC K L A-Tencor Corp 2.40% 182.75 -0.04% -10.13% -22.42% 6
AVGO Broadcom Ltd 2.28% 392.23 +0.76% +2.35% +8.82% +13.57% 76
ASML ASML Holdings NY Reg ADR 2.25% 1642.52 +0.83% -0.64% -7.17% +54.06% 20
NVDA Nvidia Corp 2.14% 206.64 +2.93% +5.15% +6.06% +10.93% 69
APP Applovin Corp Cl A 2.13% 406.16 +2.59% -1.59% -22.94% -39.72% 4
AAPL Apple Inc 2.12% 303.42 -1.78% -9.94% -1.69% +11.71% 31
MNST Monster Beverage Corp 2.03% 93.55 -2.94% -1.87% -4.15% +22.02% 24
SNPS Synopsys Inc 1.99% 392.07 +0.85% +0.79% -10.31% -16.53% 16
MSFT Microsoft Corp 1.89% 487.65 +4.93% +25.33% +24.88% +1.06% 98
ADP Automatic Data Processing 1.87% 269.78 +1.25% +5.80% +11.36% +5.75% 82
ROST Ross Stores Inc 1.86% 252.91 +0.73% +3.93% +18.50% +40.69% 92
WDAY Workday Inc 1.84% 165.05 +2.94% +11.87% +21.90% -23.15% 94
DXCM Dexcom Inc 1.83% 87.31 +4.63% +19.00% +22.54% +31.55% 96
PAYX Paychex Inc 1.81% 117.67 +0.71% +2.96% +10.64% +5.98% 80
META META Platforms Inc 1.78% 590.24 +6.02% -0.61% +1.26% -10.51% 39
ADBE Adobe Systems Inc 1.76% 251.34 +0.37% +5.72% +14.39% -28.19% 86
ABNB Airbnb Inc Cl A 1.76% 150.64 -0.58% +2.57% +1.15% +10.99% 37
AXON Axon Enterprise 1.75% 575.88 +9.12% +9.59% -3.54% +1.40% 27
DASH Doordash Inc Cl A 1.72% 200.50 +2.21% +8.75% +4.42% -11.47% 59
EA Electronic Arts Inc 1.71% 209.91 +0.02% +0.40% +2.29% +2.83% 47
MELI Mercadolibre Inc 1.69% 1898.79 +1.11% +4.34% +7.68% -5.73% 71
AMGN Amgen Inc 1.68% 378.87 -1.63% +0.69% +1.26% +16.55% 41
IDXX Idexx Laboratories 1.65% 567.84 +1.57% +2.09% +1.80% -16.07% 45
ALNY Alnylam Pharmaceuticals 1.64% 220.33 +7.21% -20.86% -29.56% -44.59% 0
VRTX Vertex Pharmaceutic 1.64% 470.72 -1.34% -1.73% -10.86% +3.83% 14
BKNG Booking Holdings 1.63% 192.71 -0.10% +3.17% +4.42% 57
PLTR Palantir Technologies Cl A 1.59% 125.65 +2.10% -4.47% -2.82% -29.31% 29
GILD Gilead Sciences Inc 1.59% 131.15 +0.72% +0.48% -0.09% +7.46% 35
ADSK Autodesk Inc 1.59% 234.71 +0.22% +3.90% +13.12% -20.71% 84
ROP Roper Industries 1.58% 392.57 +0.15% +4.68% +8.06% -11.40% 73
PDD Pdd Holdings Inc 1.51% 90.15 +1.80% +6.25% +9.42% -20.50% 78
VRSK Verisk Analytics Inc 1.51% 193.11 -0.89% -6.56% +2.53% -13.45% 49
ZS Zscaler Inc 1.51% 154.46 +2.16% +4.86% +4.84% -31.33% 65
NFLX Netflix Inc 1.50% 73.33 +2.26% +4.16% -5.56% -21.79% 22
ISRG Intuitive Surg Inc 1.48% 375.41 +6.25% +5.21% -11.88% -33.72% 12
REGN Regeneron Pharmaceuticals 1.45% 759.24 -0.44% +13.80% +16.04% -1.52% 88
INTU Intuit Inc 1.12% 318.39 +0.73% +4.76% +16.14% -51.70% 90
GOOGL Alphabet Cl A 1.04% 373.51 +4.88% +14.38% +3.78% +19.42% 51
GOOG Alphabet Cl C 1.04% 372.47 +4.44% +14.06% +4.57% +18.78% 63

RS rank = the constituent's 21-day return percentile within the index (100 = strongest of the covered names). Weight is the index weight; returns use adjusted closes. Default sort: weight.

Other ETFs & indices

Dispersion is computed across the constituents we cover in our data lake (see coverage badge). Decision-support, not investment advice.