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

Proactive Wealth Strategies’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 		$4.23M Sell
43,370
-2,677
-6% -$263K 0.68% 42
2026
Q1 		$4.5M Buy
46,047
+22,307
+94% +$2.24M 0.85% 37
2025
Q4 		$2.36M Sell
23,740
-122
-0.5% -$12.1K 0.93% 36
2025
Q3 		$2.36M Sell
23,862
-93
-0.4% -$9.19K 1.02% 35
2025
Q2 		$2.37M Buy
+23,955
New +$2.28M 1.12% 30

Other funds holding QQXT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PPWM
Paragon Private Wealth Management Lexington, Kentucky $383M AUM 36.18% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Proactive Wealth Strategies's QQXT Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) stake by 5.8% in Q2 2026, selling an estimated $263K and leaving 43,370 shares worth $4.23M. The position accounts for 0.68% of the portfolio, ranked #42.

Proactive Wealth Strategies first reported a position in QQXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.5M in Q1 2026. 31 funds tracked by Wall St. Rank hold QQXT as of Q2 2026.

  • Proactive Wealth Strategies held 43,370 shares of First Trust NASDAQ 100 ex-Technology Sector Index Fund worth $4.23M as of Q2 2026.
  • Proactive Wealth Strategies sold 2,677 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q2 2026, an estimated $263K.
  • First Trust NASDAQ 100 ex-Technology Sector Index Fund made up 0.68% of Proactive Wealth Strategies's portfolio in Q2 2026, its #42 holding.
  • Proactive Wealth Strategies first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q2 2025 and has held it in 5 quarters since.
  • Proactive Wealth Strategies's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $4.5M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.