Steward Partners Investment Advisory’s First Trust NASDAQ 100 ex-Technology Sector Index Fund QQXT Stock Holding History

Steward Partners Investment Advisory’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 Q1	$1.57M	Buy	16,069 +13,827	+617%	+$1.39M	0.01%	954
2025 Q4	$223K	Hold	2,242	–	–	﹤0.01%	1878
2025 Q3	$222K	Buy	2,242 +1,741	+348%	+$172K	﹤0.01%	1818
2025 Q2	$49.5K	Hold	501	–	–	﹤0.01%	2490
2025 Q1	$47K	Hold	501	–	–	﹤0.01%	2416
2024 Q4	$46.7K	Hold	501	–	–	﹤0.01%	2373
2024 Q3	$46.6K	Hold	501	–	–	﹤0.01%	2264
2024 Q2	$44.1K	Hold	501	–	–	﹤0.01%	2163
2024 Q1	$45.6K	Hold	501	–	–	﹤0.01%	2160
2023 Q4	$44.2K	Hold	501	–	–	﹤0.01%	2053
2023 Q3	$40.8K	Hold	501	–	–	﹤0.01%	1998
2023 Q2	$42.3K	Hold	501	–	–	﹤0.01%	1949
2023 Q1	$41.3K	Buy	+501	New	+$40.3K	﹤0.01%	1943
2021 Q1	–	Sell	-54	Closed	-$4K	–	3479
2020 Q4	$4K	Buy	+54	New	+$3.97K	﹤0.01%	2583

Other funds holding QQXT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Steward Partners Investment Advisory's QQXT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) stake by 617% in Q1 2026, buying an estimated $1.39M and bringing the position to 16,069 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #954.

Steward Partners Investment Advisory first reported a position in QQXT in Q4 2020 and has held it in 14 quarters since. 67 funds tracked by Wall St. Rank hold QQXT as of Q1 2026.

Steward Partners Investment Advisory held 16,069 shares of First Trust NASDAQ 100 ex-Technology Sector Index Fund worth $1.57M as of Q1 2026.
Steward Partners Investment Advisory bought 13,827 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q1 2026, an estimated $1.39M.
First Trust NASDAQ 100 ex-Technology Sector Index Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #954 holding.
Steward Partners Investment Advisory first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q4 2020 and has held it in 14 quarters since.
67 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.