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Simplicity Solutions’s First Trust NASDAQ 100 ex-Technology Sector Index Fund QQXT Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-2,836
Closed -$225K – 855
2020
Q4 		$225K Buy
+2,836
New +$208K ﹤0.01% 875

Other funds holding QQXT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Simplicity Solutions's QQXT Position: Q1 2021 in Review

Simplicity Solutions sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q1 2021, closing a stake of 2,836 shares — an estimated $225K sold.

Simplicity Solutions first reported a position in QQXT in Q4 2020 and held it in 1 quarter. The position peaked at $225K in Q4 2020. 38 funds tracked by Wall St. Rank hold QQXT as of Q1 2021.

  • Simplicity Solutions reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 2,836 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q1 2021, an estimated $225K.
  • Simplicity Solutions first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q4 2020 and held it in 1 quarter.
  • Simplicity Solutions's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $225K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.