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First Trust NASDAQ-100 Ex-Tech Sec shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of First Trust NASDAQ-100 Ex-Tech Sec (QQXT) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 48k 98.93
2025-06-30 $4.4M 44k 98.86

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View all positions for Pensionmark Financial Group

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

First Trust Advisors
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
O'Dell Group
Goss Wealth Management
Nilsine Partners
Advisory Services Network
Benjamin Edwards
LPL Financial
Branch Banking & Trust Company
Summit Financial
UBS Group
WCG Wealth Advisors
Royal Bank of Canada

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