WMG Financial Advisors’s First Trust NASDAQ 100 ex-Technology Sector Index Fund QQXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $474K | Sell |
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|
2025
Q2 | $489K | Sell |
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|
2025
Q1 | $497K | Sell |
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|
2024
Q4 | $501K | Hold |
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|
2024
Q3 | $501K | Sell |
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|
2024
Q2 | $611K | Sell |
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|
2024
Q1 | $961K | Sell |
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|
2023
Q4 | $999K | Buy |
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|
2023
Q3 | $852K | Sell |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $972K | Buy |
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|
2022
Q2 | $898K | Buy |
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