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

WESPAC 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
2016
Q1 		– Sell
-37,855
Closed -$1.57M – 119
2015
Q4 		$1.57M Buy
+37,855
New +$1.56M 1.82% 19

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WESPAC Advisors's QQXT Position: Q1 2016 in Review

WESPAC Advisors sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q1 2016, closing a stake of 37,855 shares — an estimated $1.57M sold.

WESPAC Advisors first reported a position in QQXT in Q4 2015 and held it in 1 quarter. The position peaked at $1.57M in Q4 2015. 46 funds tracked by Wall St. Rank hold QQXT as of Q1 2016.

  • WESPAC Advisors reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q1 2016 after selling out during the quarter.
  • WESPAC Advisors sold 37,855 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q1 2016, an estimated $1.57M.
  • WESPAC Advisors first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q4 2015 and held it in 1 quarter.
  • WESPAC Advisors's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $1.57M in Q4 2015.
  • 46 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q1 2016.

Based on WESPAC Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.