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Simply Money Advisors’s First Trust NASDAQ 100 ex-Technology Sector Index Fund QQXT Stock Holding History

Simply Money Advisors’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
2013
Q4 		– Sell
-220
Closed -$7K – 131
2013
Q3 		$7K Hold
220
– – ﹤0.01% 81
2013
Q2 		$6K Buy
+220
New +$6.42K ﹤0.01% 224

Other funds holding QQXT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Simply Money Advisors's QQXT Position: Q4 2013 in Review

Simply Money Advisors sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q4 2013, closing a stake of 220 shares — an estimated $7K sold.

Simply Money Advisors first reported a position in QQXT in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 23 funds tracked by Wall St. Rank hold QQXT as of Q4 2013.

  • Simply Money Advisors reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 220 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q4 2013, an estimated $7K.
  • Simply Money Advisors first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $7K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.