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

Jones Financial Companies’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
Q1 		$220K Buy
2,293
+598
+35% +$60K ﹤0.01% 2367
2025
Q4 		$168K Sell
1,695
-100
-6% -$9.89K ﹤0.01% 1980
2025
Q3 		$177K Sell
1,795
-260
-13% -$25.7K ﹤0.01% 1835
2025
Q2 		$202K Buy
2,055
+565
+38% +$53.7K ﹤0.01% 1656
2025
Q1 		$139K Buy
1,490
+585
+65% +$56.1K ﹤0.01% 1633
2024
Q4 		$84.3K Buy
905
+380
+72% +$36.2K ﹤0.01% 1683
2024
Q3 		$48.8K Buy
525
+100
+24% +$9.01K ﹤0.01% 1643
2024
Q2 		$37.4K Buy
+425
New +$37.5K ﹤0.01% 1356

Other funds holding QQXT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jones Financial Companies's QQXT Position: Q1 2026 in Review

Jones Financial Companies increased its First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) stake by 35% in Q1 2026, buying an estimated $60K and bringing the position to 2,293 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Jones Financial Companies first reported a position in QQXT in Q2 2024 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold QQXT as of Q1 2026.

  • Jones Financial Companies held 2,293 shares of First Trust NASDAQ 100 ex-Technology Sector Index Fund worth $220K as of Q1 2026.
  • Jones Financial Companies bought 598 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q1 2026, an estimated $60K.
  • First Trust NASDAQ 100 ex-Technology Sector Index Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2367 holding.
  • Jones Financial Companies first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q2 2024 and has held it in 8 quarters since.
  • 67 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.