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

Wedbush Securities’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
2023
Q4 		– Sell
-4,417
Closed -$359K – 1114
2023
Q3 		$359K Sell
4,417
-417
-9% -$35.3K 0.02% 656
2023
Q2 		$408K Buy
+4,834
New +$396K 0.02% 622

Other funds holding QQXT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wedbush Securities's QQXT Position: Q4 2023 in Review

Wedbush Securities sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q4 2023, closing a stake of 4,417 shares — an estimated $359K sold.

Wedbush Securities first reported a position in QQXT in Q2 2023 and held it in 2 quarters. The position peaked at $408K in Q2 2023. 51 funds tracked by Wall St. Rank hold QQXT as of Q4 2023.

  • Wedbush Securities reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q4 2023 after selling out during the quarter.
  • Wedbush Securities sold 4,417 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q4 2023, an estimated $359K.
  • Wedbush Securities first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q2 2023 and held it in 2 quarters.
  • Wedbush Securities's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $408K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q4 2023.

Based on Wedbush Securities's 13F filing for Q4 2023, filed 12 Feb 2024.