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

Summit 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 		$743K Sell
7,614
-4,501
-37% -$442K 0.01% 952
2026
Q1 		$1.18M Sell
12,115
-73,722
-86% -$7.4M 0.02% 719
2025
Q4 		$8.53M Buy
85,837
+1,458
+2% +$144K 0.13% 149
2025
Q3 		$8.35M Buy
+84,379
New +$8.34M 0.13% 143

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

Summit Financial's QQXT Position: Q2 2026 in Review

Summit Financial reduced its First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) stake by 37% in Q2 2026, selling an estimated $442K and leaving 7,614 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #952.

Summit Financial first reported a position in QQXT in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.53M in Q4 2025. 63 funds tracked by Wall St. Rank hold QQXT as of Q2 2026.

  • Summit Financial held 7,614 shares of First Trust NASDAQ 100 ex-Technology Sector Index Fund worth $743K as of Q2 2026.
  • Summit Financial sold 4,501 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q2 2026, an estimated $442K.
  • First Trust NASDAQ 100 ex-Technology Sector Index Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #952 holding.
  • Summit Financial first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $8.53M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q2 2026.

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