Proactive Wealth Strategies
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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
Q3 		$4.07M Sell
42,503
-867
-2% -$86.9K 0.63% 44
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

CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Proactive Wealth Strategies's QQXT Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) stake by 2% in Q3 2026, selling an estimated $86.9K and leaving 42,503 shares worth $4.07M. The position accounts for 0.63% of the portfolio, ranked #44.

Proactive Wealth Strategies first reported a position in QQXT in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.5M in Q1 2026. 28 funds tracked by Wall St. Rank hold QQXT as of Q3 2026.

  • Proactive Wealth Strategies held 42,503 shares of First Trust NASDAQ 100 ex-Technology Sector Index Fund worth $4.07M as of Q3 2026.
  • Proactive Wealth Strategies sold 867 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q3 2026, an estimated $86.9K.
  • First Trust NASDAQ 100 ex-Technology Sector Index Fund made up 0.63% of Proactive Wealth Strategies's portfolio in Q3 2026, its #44 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 6 quarters since.
  • Proactive Wealth Strategies's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $4.5M in Q1 2026.
  • 28 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.