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

EP Wealth Advisors’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
Q2 		– Sell
-1,205
Closed -$113K – 1462
2025
Q1 		$113K Hold
1,205
– – ﹤0.01% 1231
2024
Q4 		$112K Buy
+1,205
New +$115K ﹤0.01% 1184

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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EP Wealth Advisors's QQXT Position: Q2 2025 in Review

EP Wealth Advisors sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q2 2025, closing a stake of 1,205 shares — an estimated $113K sold.

EP Wealth Advisors first reported a position in QQXT in Q4 2024 and held it in 2 quarters. The position peaked at $113K in Q1 2025. 72 funds tracked by Wall St. Rank hold QQXT as of Q2 2025.

  • EP Wealth Advisors reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 1,205 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q2 2025, an estimated $113K.
  • EP Wealth Advisors first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q4 2024 and held it in 2 quarters.
  • EP Wealth Advisors's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $113K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.