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

Stifel Financial’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
Q2 		$1.2M Sell
12,248
-341
-3% -$33.5K ﹤0.01% 2439
2026
Q1 		$1.23M Sell
12,589
-8,658
-41% -$869K ﹤0.01% 2306
2025
Q4 		$2.11M Buy
21,247
+85
+0.4% +$8.4K ﹤0.01% 1888
2025
Q3 		$2.09M Sell
21,162
-398
-2% -$39.3K ﹤0.01% 1877
2025
Q2 		$2.13M Buy
21,560
+16,829
+356% +$1.6M ﹤0.01% 1805
2025
Q1 		$444K Buy
+4,731
New +$454K ﹤0.01% 2751
2024
Q1 		– Sell
-8,949
Closed -$789K – 3408
2023
Q4 		$789K Buy
8,949
+862
+11% +$70.9K ﹤0.01% 2289
2023
Q3 		$658K Sell
8,087
-454
-5% -$38.5K ﹤0.01% 2341
2023
Q2 		$720K Sell
8,541
-502
-6% -$41.1K ﹤0.01% 2290
2023
Q1 		$746K Buy
9,043
+410
+5% +$32.9K ﹤0.01% 2266
2022
Q4 		$659K Sell
8,633
-1,312
-13% -$100K ﹤0.01% 2308
2022
Q3 		$695K Buy
9,945
+48
+0.5% +$3.63K ﹤0.01% 2214
2022
Q2 		$698K Buy
9,897
+1,530
+18% +$115K ﹤0.01% 2265
2022
Q1 		$695K Buy
8,367
+1,477
+21% +$120K ﹤0.01% 2370
2021
Q4 		$611K Buy
6,890
+3,771
+121% +$330K ﹤0.01% 2480
2021
Q3 		$268K Buy
3,119
+549
+21% +$48.1K ﹤0.01% 2974
2021
Q2 		$222K Buy
+2,570
New +$214K ﹤0.01% 3087
2021
Q1 		– Sell
-8,727
Closed -$693K – 3274
2020
Q4 		$693K Buy
8,727
+1,165
+15% +$85.6K ﹤0.01% 2111
2020
Q3 		$518K Buy
+7,562
New +$505K ﹤0.01% 2069
2016
Q2 		– Sell
-11,228
Closed -$442K – 2554
2016
Q1 		$442K Sell
11,228
-2,360
-17% -$89.8K ﹤0.01% 1646
2015
Q4 		$563K Sell
13,588
-6,511
-32% -$268K ﹤0.01% 1601
2015
Q3 		$769K Sell
20,099
-274
-1% -$11.4K ﹤0.01% 1340
2015
Q2 		$853K Sell
20,373
-2,898
-12% -$122K ﹤0.01% 1413
2015
Q1 		$964K Buy
23,271
+14,627
+169% +$595K 0.01% 1303
2014
Q4 		$346K Sell
8,644
-20
-0.2% -$767 ﹤0.01% 1793
2014
Q3 		$320K Sell
8,664
-97
-1% -$3.57K ﹤0.01% 1764
2014
Q2 		$316K Sell
8,761
-199
-2% -$6.9K ﹤0.01% 1746
2014
Q1 		$310K Buy
+8,960
New +$315K ﹤0.01% 1703

Other funds holding QQXT

CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Stifel Financial's QQXT Position: Q2 2026 in Review

Stifel Financial reduced its First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) stake by 2.7% in Q2 2026, selling an estimated $33.5K and leaving 12,248 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Stifel Financial first reported a position in QQXT in Q1 2014 and has held it in 28 quarters since. The position peaked at $2.13M in Q2 2025. 62 funds tracked by Wall St. Rank hold QQXT as of Q2 2026.

  • Stifel Financial held 12,248 shares of First Trust NASDAQ 100 ex-Technology Sector Index Fund worth $1.2M as of Q2 2026.
  • Stifel Financial sold 341 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q2 2026, an estimated $33.5K.
  • First Trust NASDAQ 100 ex-Technology Sector Index Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2439 holding.
  • Stifel Financial first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q1 2014 and has held it in 28 quarters since.
  • Stifel Financial's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $2.13M in Q2 2025.
  • 62 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.