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

Independent Financial Group’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
2026 Q2	$252K	Sell	2,577 -20	-0.8%	-$1.96K	﹤0.01%	1354
2026 Q1	$254K	Sell	2,597 -50	-2%	-$5.02K	0.01%	1247
2025 Q4	$263K	Buy	+2,647	New	+$262K	0.01%	1216

Other funds holding QQXT

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Independent Financial Group's QQXT Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) stake by 0.77% in Q2 2026, selling an estimated $1.96K and leaving 2,577 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Independent Financial Group first reported a position in QQXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $263K in Q4 2025. 63 funds tracked by Wall St. Rank hold QQXT as of Q2 2026.

Independent Financial Group held 2,577 shares of First Trust NASDAQ 100 ex-Technology Sector Index Fund worth $252K as of Q2 2026.
Independent Financial Group sold 20 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q2 2026, an estimated $1.96K.
First Trust NASDAQ 100 ex-Technology Sector Index Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1354 holding.
Independent Financial Group first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q4 2025 and has held it in 3 quarters since.
Independent Financial Group's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $263K in Q4 2025.
63 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.