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Advisor Group’s First Trust NASDAQ 100 ex-Technology Sector Index Fund QQXT Stock Holding History

Advisor Group’s Portfolio QQXT Stock Details QQXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-145
Closed -$6K – 4595
2016
Q3 		$6K Hold
145
– – ﹤0.01% 3828
2016
Q2 		$5K Buy
+145
New +$5.69K ﹤0.01% 3791

Other funds holding QQXT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Advisor Group's QQXT Position: Q4 2016 in Review

Advisor Group sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q4 2016, closing a stake of 145 shares — an estimated $6K sold.

Advisor Group first reported a position in QQXT in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q3 2016. 35 funds tracked by Wall St. Rank hold QQXT as of Q4 2016.

  • Advisor Group reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q4 2016 after selling out during the quarter.
  • Advisor Group sold 145 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q4 2016, an estimated $6K.
  • Advisor Group first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q2 2016 and held it in 2 quarters.
  • Advisor Group's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $6K in Q3 2016.
  • 35 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q4 2016.

Based on Advisor Group's 13F filing for Q4 2016, filed 31 Jan 2017.