Kestra Private Wealth Services
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Kestra Private Wealth Services’s First Trust NASDAQ 100 ex-Technology Sector Index Fund QQXT Stock Holding History

Kestra Private Wealth Services’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
Q3 		$209K Sell
2,186
-365
-14% -$36.6K ﹤0.01% 1657
2026
Q2 		$249K Buy
2,551
+1
+0% +$98 ﹤0.01% 1583
2026
Q1 		$249K Sell
2,550
-1,550
-38% -$156K ﹤0.01% 1540
2025
Q4 		$407K Sell
4,100
-195
-5% -$19.3K 0.01% 1280
2025
Q3 		$425K Sell
4,295
-199
-4% -$19.7K 0.01% 1180
2025
Q2 		$444K Sell
4,494
-40
-0.9% -$3.8K 0.01% 1094
2025
Q1 		$425K Sell
4,534
-42,908
-90% -$4.11M 0.01% 1041
2024
Q4 		$4.42M Sell
47,442
-13,028
-22% -$1.24M 0.08% 267
2024
Q3 		$5.63M Sell
60,470
-16,455
-21% -$1.48M 0.1% 213
2024
Q2 		$6.77M Sell
76,925
-1,418
-2% -$125K 0.14% 167
2024
Q1 		$7.13M Sell
78,343
-2,688
-3% -$239K 0.16% 155
2023
Q4 		$7.14M Sell
81,031
-1,821
-2% -$150K 0.18% 137
2023
Q3 		$6.74M Sell
82,852
-4,863
-6% -$412K 0.21% 121
2023
Q2 		$7.4M Buy
87,715
+2,499
+3% +$205K 0.25% 102
2023
Q1 		$7.03M Buy
85,216
+16,905
+25% +$1.36M 0.28% 98
2022
Q4 		$5.21M Buy
+68,311
New +$5.21M 0.26% 103

Other funds holding QQXT

CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
Proactive Wealth Strategies
Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return
Paragon Private Wealth Management
Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kesler Norman & Wride
Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Kestra Private Wealth Services's QQXT Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) stake by 14% in Q3 2026, selling an estimated $36.6K and leaving 2,186 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Kestra Private Wealth Services first reported a position in QQXT in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.4M in Q2 2023. 24 funds tracked by Wall St. Rank hold QQXT as of Q3 2026.

  • Kestra Private Wealth Services held 2,186 shares of First Trust NASDAQ 100 ex-Technology Sector Index Fund worth $209K as of Q3 2026.
  • Kestra Private Wealth Services sold 365 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q3 2026, an estimated $36.6K.
  • First Trust NASDAQ 100 ex-Technology Sector Index Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1657 holding.
  • Kestra Private Wealth Services first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q4 2022 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $7.4M in Q2 2023.
  • 24 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.