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

Selective 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
2022 Q2	–	Sell	-800	Closed	-$66K	–	818
2022 Q1	$66K	Hold	800	–	–	0.02%	261
2021 Q4	$71K	Buy	+800	New	+$70K	0.03%	231

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

NFC

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Selective Wealth Management's QQXT Position: Q2 2022 in Review

Selective Wealth Management sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q2 2022, closing a stake of 800 shares — an estimated $66K sold.

Selective Wealth Management first reported a position in QQXT in Q4 2021 and held it in 2 quarters. The position peaked at $71K in Q4 2021. 38 funds tracked by Wall St. Rank hold QQXT as of Q2 2022.

Selective Wealth Management reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 800 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q2 2022, an estimated $66K.
Selective Wealth Management first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q4 2021 and held it in 2 quarters.
Selective Wealth Management's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $71K in Q4 2021.
38 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.