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Onyx Bridge Wealth Group’s First Trust NASDAQ 100 ex-Technology Sector Index Fund QQXT Stock Holding History

Onyx Bridge Wealth 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
2022
Q4 		– Sell
-9,158
Closed -$643K – 206
2022
Q3 		$643K Buy
+9,158
New +$692K 0.29% 55

Other funds holding QQXT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Onyx Bridge Wealth Group's QQXT Position: Q4 2022 in Review

Onyx Bridge Wealth Group sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q4 2022, closing a stake of 9,158 shares — an estimated $643K sold.

Onyx Bridge Wealth Group first reported a position in QQXT in Q3 2022 and held it in 1 quarter. The position peaked at $643K in Q3 2022. 40 funds tracked by Wall St. Rank hold QQXT as of Q4 2022.

  • Onyx Bridge Wealth Group reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q4 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 9,158 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q4 2022, an estimated $643K.
  • Onyx Bridge Wealth Group first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q3 2022 and held it in 1 quarter.
  • Onyx Bridge Wealth Group's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $643K in Q3 2022.
  • 40 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q4 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2022, filed 11 Jan 2023.