Second Half Financial Partners’s First Trust NASDAQ 100 ex-Technology Sector Index Fund QQXT Stock Holding History

Second Half Financial Partners’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
2023 Q3	–	Sell	-13,564	Closed	-$1.14M	–	111
2023 Q2	$1.14M	Buy	+13,564	New	+$1.11M	0.26%	84

Other funds holding QQXT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CAM

Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MTWM

Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Second Half Financial Partners's QQXT Position: Q3 2023 in Review

Second Half Financial Partners sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q3 2023, closing a stake of 13,564 shares — an estimated $1.14M sold.

Second Half Financial Partners first reported a position in QQXT in Q2 2023 and held it in 1 quarter. The position peaked at $1.14M in Q2 2023. 48 funds tracked by Wall St. Rank hold QQXT as of Q3 2023.

Second Half Financial Partners reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 13,564 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q3 2023, an estimated $1.14M.
Second Half Financial Partners first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $1.14M in Q2 2023.
48 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.