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

Burney Company’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
2025
Q3 		– Sell
-2,133
Closed -$211K – 602
2025
Q2 		$211K Hold
2,133
– – 0.01% 551
2025
Q1 		$200K Buy
+2,133
New +$205K 0.01% 559

Other funds holding QQXT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Burney Company's QQXT Position: Q3 2025 in Review

Burney Company sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q3 2025, closing a stake of 2,133 shares — an estimated $211K sold.

Burney Company first reported a position in QQXT in Q1 2025 and held it in 2 quarters. The position peaked at $211K in Q2 2025. 77 funds tracked by Wall St. Rank hold QQXT as of Q3 2025.

  • Burney Company reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q3 2025 after selling out during the quarter.
  • Burney Company sold 2,133 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q3 2025, an estimated $211K.
  • Burney Company first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q1 2025 and held it in 2 quarters.
  • Burney Company's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $211K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q3 2025.

Based on Burney Company's 13F filing for Q3 2025, filed 16 Oct 2025.