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

Gradient Investments’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
2013
Q3 		– Sell
-36
Closed -$1K – 577
2013
Q2 		$1K Buy
+36
New +$1.05K ﹤0.01% 436

Other funds holding QQXT

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's QQXT Position: Q3 2013 in Review

Gradient Investments sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q3 2013, closing a stake of 36 shares — an estimated $1K sold.

Gradient Investments first reported a position in QQXT in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 22 funds tracked by Wall St. Rank hold QQXT as of Q3 2013.

  • Gradient Investments reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q3 2013 after selling out during the quarter.
  • Gradient Investments sold 36 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q3 2013, an estimated $1K.
  • Gradient Investments first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q2 2013 and held it in 1 quarter.
  • Gradient Investments's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $1K in Q2 2013.
  • 22 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q3 2013.

Based on Gradient Investments's 13F filing for Q3 2013, filed 15 Oct 2013.