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First Trust NASDAQ-100 Ex-Technology Sector Index Fund (QQXT) Institutional Ownership

First Trust NASDAQ-100 Ex-Technology Sector Index Fund logo
$99.94 -0.02 (-0.02%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$99.93 -0.01 (-0.01%)
As of 07/2/2026 04:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust NASDAQ-100 Ex-Technology Sector Index Fund (NASDAQ:QQXT)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$926.28M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$92.68M
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QQXT Institutional Buying and Selling by Quarter

First Trust NASDAQ-100 Ex-Technology Sector Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Paragon Private Wealth Management LLC11,978$1.17M0.4%-2.5%0.665%
5/19/2026Bank of America Corp DE34,643$3.38M0.0%-5.9%1.925%
5/19/2026Arkadios Wealth Advisors11,520$1.13M0.0%-66.1%0.640%
5/18/2026Royal Bank of Canada26,199$2.56M0.0%-64.0%1.456%
5/13/2026Cetera Investment Advisers3,623$354K0.0%+7.5%0.201%
5/7/2026Earned Wealth Advisors LLC182,083$17.78M1.2%+1.3%10.116%
5/6/2026Kesler Norman & Wride LLC5,709$557K0.1%-60.9%0.317%
5/6/2026Independent Financial Group LLC2,597$254K0.0%N/A0.144%
4/30/2026Equitable Trust Co.3,600$351K0.0%N/A0.200%
4/30/2026Kestra Advisory Services LLC3,021$295K0.0%-3.4%0.168%
4/22/2026Janney Montgomery Scott LLC29,036$2.84M0.0%-4.2%1.613%
4/20/2026Kestra Private Wealth Services LLC2,550$249K0.0%-37.8%0.142%
3/17/2026Rockefeller Capital Management L.P.1,124$112K0.0%-93.4%0.056%
2/17/2026Cetera Investment Advisers3,369$335K0.0%-6.9%0.168%
2/17/2026Osaic Holdings Inc.1,893$188K0.0%-24.3%0.095%
2/17/2026Regal Investment Advisors LLC8,205$815K0.0%+6.9%0.410%
2/17/2026Tower Research Capital LLC TRC 17,341$1.72M0.0%+3,597.4%0.867%
2/17/2026&PARTNERS4,469$444K0.0%N/A0.223%
2/17/2026Royal Bank of Canada72,793$7.23M0.0%+28.5%3.640%
2/13/2026Marshall Wace LLP4,365$434K0.0%N/A0.218%
2/13/2026Arkadios Wealth Advisors33,945$3.37M0.1%N/A1.697%
2/13/2026Wells Fargo & Company MN105,505$10.48M0.0%-78.8%5.275%
2/13/2026Summit Financial LLC85,837$8.53M0.1%+1.7%4.292%
2/12/2026Commonwealth Equity Services LLC19,688$1.96M0.0%-8.0%0.984%
2/12/2026Providence Capital Advisors LLC249$25K0.0%N/A0.012%
2/11/2026Janney Montgomery Scott LLC30,324$3.01M0.0%-18.6%1.516%
2/11/2026Paragon Private Wealth Management LLC12,283$1.22M0.4%-1.6%0.614%
2/11/2026LPL Financial LLC53,438$5.31M0.0%-43.2%2.672%
2/10/2026Goldman Sachs Group Inc.153,263$15.23M0.0%+434.0%7.663%
2/10/2026Kesler Norman & Wride LLC14,604$1.45M0.2%-7.9%0.730%
2/10/2026Northwestern Mutual Wealth Management Co.269$27K0.0%N/A0.013%
2/6/2026Harmony Asset Management LLC3,206$319K0.1%-18.0%0.160%
2/5/2026Proactive Wealth Strategies LLC23,740$2.36M0.9%-0.5%1.187%
2/2/2026Truist Financial Corp93,256$9.27M0.0%+2.5%4.663%
2/2/2026Benjamin Edwards Inc.39,214$3.90M0.0%-64.0%2.011%
1/29/2026Kestra Private Wealth Services LLC4,100$407K0.0%-4.5%0.205%
1/29/2026UBS Group AG50,418$5.01M0.0%-34.0%2.521%
1/27/2026Earned Wealth Advisors LLC179,738$17.86M1.3%N/A8.987%
1/26/2026CWM LLC253$25K0.0%-99.2%0.013%
1/21/2026Sound Income Strategies LLC4,618$464K0.0%N/A0.231%
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1/13/2026BostonPremier Wealth LLC22,145$2.20M1.1%-5.0%1.030%
1/1/2026JPMorgan Chase & Co.2,300$228K0.0%N/A0.021%
11/18/2025Advisory Services Network LLC177,271$17.54M0.3%-0.2%1.604%
11/17/2025Kestra Private Wealth Services LLC4,295$425K0.0%-4.4%0.039%
11/17/2025Susquehanna International Group LLP21,445$2.12M0.0%-55.9%0.194%
11/17/2025Bank of America Corp DE59,782$5.91M0.0%-7.5%0.541%
11/14/2025Raymond James Financial Inc.249,549$24.69M0.0%-1.3%2.258%
11/14/2025Two Sigma Investments LP8,000$791K0.0%N/A0.072%
11/14/2025WCG Wealth Advisors LLC57,456$5.68M0.4%-8.7%0.520%
11/14/2025Regal Investment Advisors LLC7,675$759K0.0%N/A0.069%
11/13/2025UBS Group AG76,379$7.56M0.0%+1.0%0.691%
11/13/2025Private Advisor Group LLC7,542$746K0.0%+82.1%0.068%
11/13/2025First Trust Advisors LP7,199,549$712.27M0.5%-2.9%65.154%
11/12/2025Claro Advisors LLC2,231$221K0.0%-6.5%0.020%
11/10/2025Kovack Advisors Inc.2,976$294K0.0%+11.0%0.027%
11/7/2025JPMorgan Chase & Co.2,300$228K0.0%N/A0.021%
11/5/2025Harmony Asset Management LLC3,908$387K0.1%-26.2%0.035%
11/5/2025Envestnet Asset Management Inc.18,693$1.85M0.0%+34.7%0.169%
11/4/2025Jones Financial Companies Lllp1,795$177K0.0%-12.7%0.016%
11/3/2025Truist Financial Corp90,957$9.00M0.0%+8.6%0.823%
11/3/2025Paragon Private Wealth Management LLC12,480$1.24M0.4%-0.9%0.113%
10/28/2025BostonPremier Wealth LLC23,312$2.31M1.1%-1.9%0.211%
10/27/2025O Dell Group LLC214,151$21.19M4.5%-1.2%1.938%
10/24/2025Kesler Norman & Wride LLC15,852$1.48M0.3%+5.2%0.143%
10/23/2025Benjamin Edwards Inc.108,803$10.77M0.1%+10.7%0.985%
10/23/2025WMG Financial Advisors LLC4,790$474K0.2%-3.3%0.043%
10/22/2025TriaGen Wealth Management LLC21,957$2.17M0.6%-1.9%0.199%
10/22/2025Trust Co. of Oklahoma9,650$955K0.3%+18.9%0.087%
10/20/2025Davis Investment Partners LLC11,758$1.17M0.4%+3.5%0.106%
10/15/2025CWM LLC31,543$3.12M0.0%+3.0%0.284%
10/15/2025World Investment Advisors48,297$4.78M0.1%+8.8%0.435%
10/6/2025Nilsine Partners LLC184,961$18.30M1.6%+49.7%1.666%
9/4/2025Osaic Holdings Inc.8,235$814K0.0%+291.2%0.073%
8/19/2025Advisory Services Network LLC177,640$17.52M0.3%N/A1.572%
8/15/2025Benjamin Edwards Inc.98,306$9.71M0.1%N/A0.870%
8/15/2025BNP Paribas Financial Markets50,000$4.94M0.0%N/A0.442%
8/15/2025Bank of America Corp DE64,628$6.39M0.0%+525.5%0.572%
8/14/2025Raymond James Financial Inc.252,824$24.98M0.0%+796.3%2.237%
8/14/2025Transamerica Financial Advisors LLC22,547$2.23M0.2%N/A0.200%
8/14/2025NewEdge Advisors LLC202,813$20.04M0.1%+20,427.6%1.795%
8/13/2025Proactive Wealth Strategies LLC23,955$2.37M1.1%N/A0.212%
8/13/2025Baird Financial Group Inc.53,463$5.28M0.0%+781.9%0.473%
8/13/2025First Trust Advisors LP7,413,411$732.45M0.6%N/A65.605%
8/13/2025WCG Wealth Advisors LLC62,909$6.22M0.4%N/A0.557%
8/8/2025Rockefeller Capital Management L.P.16,608$1.64M0.0%N/A0.147%
8/8/2025Cetera Investment Advisers3,337$330K0.0%+31.7%0.030%
8/6/2025O Dell Group LLC216,849$21.43M5.3%N/A1.919%
8/5/2025HFG Advisors Inc.7,530$744K0.6%N/A0.067%
8/5/2025Claro Advisors LLC2,386$236K0.0%N/A0.021%
8/5/2025Kesler Norman & Wride LLC15,066$1.49M0.3%-3.5%0.133%
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8/4/2025Kovack Advisors Inc.2,681$265K0.0%N/A0.024%
8/4/2025World Investment Advisors44,405$4.39M0.1%N/A0.393%
8/1/2025Envestnet Asset Management Inc.13,878$1.37M0.0%N/A0.123%
7/29/2025International Assets Investment Management LLC2,080$206K0.0%N/A0.018%
7/29/2025Kraft Davis & Associates LLC2,166$218K0.1%N/A0.019%
7/25/2025CWM LLC30,633$3.03M0.0%N/A0.271%
7/24/2025WMG Financial Advisors LLC4,953$489K0.2%-6.5%0.044%
7/23/2025TriaGen Wealth Management LLC22,392$2.21M0.7%N/A0.198%
7/22/2025Realta Investment Advisors6,386$631K0.2%N/A0.057%
7/18/2025Truist Financial Corp83,763$8.28M0.0%N/A0.741%


QQXT Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 institutional investors and hedge funds held shares of First Trust NASDAQ-100 Ex-Technology Sector Index Fund. The most heavily invested institutionals were First Trust Advisors LP ($712.27M), Raymond James Financial Inc. ($24.69M), O Dell Group LLC ($21.19M), NewEdge Advisors LLC ($20.04M), Nilsine Partners LLC ($18.30M), Earned Wealth Advisors LLC ($17.78M), and Advisory Services Network LLC ($17.54M).Learn more on First Trust NASDAQ-100 Ex-Technology Sector Index Fund's institutional investors.

Of the 59 institutional investors that purchased First Trust NASDAQ-100 Ex-Technology Sector Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Advisors LP ($7.41M), Raymond James Financial Inc. ($283.08K), O Dell Group LLC ($216.85K), NewEdge Advisors LLC ($201.83K), International Assets Investment Management LLC ($195.64K), Earned Wealth Advisors LLC ($182.08K), and Advisory Services Network LLC ($177.64K).

Institutional investors have bought a total of 9,372,884 shares in the last 24 months. This purchase volume represents approximately $926.28M in transactions.

Of the 30 institutional investors that sold First Trust NASDAQ-100 Ex-Technology Sector Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($392.99K), First Trust Advisors LP ($213.86K), Benjamin Edwards Inc. ($69.59K), Royal Bank of Canada ($46.59K), LPL Financial LLC ($40.64K), CWM LLC ($31.29K), and Susquehanna International Group LLP ($27.24K).

Institutional investors have sold a total of 934,916 shares in the last 24 months. This volume of shares sold represents approximately $92.68M in transactions.


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This page (NASDAQ:QQXT) was last updated on 7/5/2026 by MarketBeat.com Staff.
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