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First Trust NASDAQ-100 Ex-Tech Sec shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of First Trust NASDAQ-100 Ex-Tech Sec (QQXT) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in First Trust NASDAQ-100 Ex-Tech Sec

Tip: Access up to 7 years of quarterly data

All positions including First Trust NASDAQ-100 Ex-Tech Sec held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust NASDAQ-100 Ex-Tech Sec by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $18M 182k 97.62
2025-12-31 $18M 180k 99.37

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Dimensional Etf Trust Us Equity Market (DFUS)
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Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding First Trust NASDAQ-100 Ex-Tech Sec

Raymond James Financial
Goldman Sachs Group
Capital Performance Advisors
Morgan Stanley
Branch Banking & Trust Company
Wells Fargo & Company
Susquehanna International
Proactive Wealth Strategies
LPL Financial
CI Private Wealth
Bank of America Corporation
Janney Montgomery Scott
Royal Bank of Canada
BostonPremier Wealth
Tower Research Capital

View all funds holding First Trust NASDAQ-100 Ex-Tech Sec