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

Continuum Advisory’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
2024
Q3 		– Sell
-366
Closed -$32.2K – 1999
2024
Q2 		$32.2K Hold
366
– – ﹤0.01% 702
2024
Q1 		$32.4K Buy
+366
New +$32.5K ﹤0.01% 685

Other funds holding QQXT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Continuum Advisory's QQXT Position: Q3 2024 in Review

Continuum Advisory sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q3 2024, closing a stake of 366 shares — an estimated $32.2K sold.

Continuum Advisory first reported a position in QQXT in Q1 2024 and held it in 2 quarters. The position peaked at $32.4K in Q1 2024. 43 funds tracked by Wall St. Rank hold QQXT as of Q3 2024.

  • Continuum Advisory reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q3 2024 after selling out during the quarter.
  • Continuum Advisory sold 366 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q3 2024, an estimated $32.2K.
  • Continuum Advisory first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q1 2024 and held it in 2 quarters.
  • Continuum Advisory's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $32.4K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.