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

Baird’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
2014
Q1 		– Sell
-17,527
Closed -$610K – 1159
2013
Q4 		$610K Buy
17,527
+1,727
+11% +$57.6K 0.01% 761
2013
Q3 		$512K Buy
+15,800
New +$494K 0.01% 788

Other funds holding QQXT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird's QQXT Position: Q1 2014 in Review

Baird sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q1 2014, closing a stake of 17,527 shares — an estimated $610K sold.

Baird first reported a position in QQXT in Q3 2013 and held it in 2 quarters. The position peaked at $610K in Q4 2013. 28 funds tracked by Wall St. Rank hold QQXT as of Q1 2014.

  • Baird reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q1 2014 after selling out during the quarter.
  • Baird sold 17,527 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q1 2014, an estimated $610K.
  • Baird first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q3 2013 and held it in 2 quarters.
  • Baird's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $610K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q1 2014.

Based on Baird's 13F filing for Q1 2014, filed 9 May 2014.