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

MinichMacGregor Wealth Management’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
Q4 		– Sell
-6,801
Closed -$673K – 149
2025
Q3 		$673K Sell
6,801
-41
-0.6% -$4.05K 0.13% 66
2025
Q2 		$676K Buy
+6,842
New +$650K 0.14% 61
2023
Q1 		– Sell
-41
Closed -$3.13K – 507
2022
Q4 		$3.13K Buy
+41
New +$3.13K ﹤0.01% 528

Other funds holding QQXT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MinichMacGregor Wealth Management's QQXT Position: Q4 2025 in Review

MinichMacGregor Wealth Management sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q4 2025, closing a stake of 6,801 shares — an estimated $673K sold.

MinichMacGregor Wealth Management first reported a position in QQXT in Q4 2022 and held it in 3 quarters. The position peaked at $676K in Q2 2025. 65 funds tracked by Wall St. Rank hold QQXT as of Q4 2025.

  • MinichMacGregor Wealth Management reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q4 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 6,801 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q4 2025, an estimated $673K.
  • MinichMacGregor Wealth Management first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q4 2022 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $676K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q4 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.