FIRST TRUST NASDAQ-100 EX-TE (QQXT) Institutional Shareholders

FIRST TRUST NASDAQ-100 EX-TE (QQXT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $109.97M in QQXT holdings during the latest filing period.

Earned Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of QQXT tracked by InsiderSet, reporting ownership valued at approximately $17.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.13M, representing an estimated loss of -0.16% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed QQXT value among the investors covered in this analysis. Major shareholders include Earned Wealth Advisors, Llc, Raymond James Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in FIRST TRUST NASDAQ-100 EX-TE (QQXT).

This page ranks the largest institutional QQXT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

61

Total Reported Value

$109.97M

Largest Holder

Earned Wealth Advisors, Llc

Largest Position

$17.16M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

72

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Earned Wealth Advisors, Llc1.11%175,744$17,155,316$17,127,413-$27,903-0.16%
Raymond James Financial Inc0.00%151,624$14,800,827$14,776,760-$24,067-0.16%
Morgan Stanley0.00%144,542$14,109,599$14,086,572-$23,027-0.16%
Susquehanna International Group, Llp0.01%61,524$6,005,684$5,995,920-$9,764-0.16%
Wells Fargo & Company/Mn0.00%58,356$5,696,443$5,687,177-$9,266-0.16%
Goldman Sachs Group Inc0.00%54,172$5,288,016$5,279,419-$8,597-0.16%
Bank Of America Corp0.00%47,598$4,646,284$4,638,739-$7,545-0.16%
Proactive Wealth Strategies Llc0.68%43,370$4,233,482$4,226,693-$6,789-0.16%
Lpl Financial Llc0.00%37,341$3,645,027$3,639,127-$5,900-0.16%
Corient Private Wealth Llc0.00%36,621$3,574,770$3,568,958-$5,812-0.16%
Gts Securities Llc0.07%32,754$3,197,282$3,192,093-$5,189-0.16%
Janney Montgomery Scott Llc0.01%28,719$2,803,000$2,798,856-$4,144-0.15%
Royal Bank Of Canada0.00%28,516$2,784,000$2,779,072-$4,928-0.18%
Bostonpremier Wealth Llc0.94%22,739$2,219,720$2,216,066-$3,654-0.16%
Citadel Advisors Llc0.00%19,550$1,908,379$1,905,277-$3,102-0.16%
Steward Partners Investment Advisory, Llc0.01%17,198$1,678,783$1,676,059-$2,724-0.16%
Ubs Group Ag0.00%16,574$1,617,871$1,615,246-$2,625-0.16%
Mml Investors Services, Llc0.00%13,151$1,283,720$1,281,652-$2,068-0.16%
Stifel Financial Corp0.00%12,248$1,195,593$1,193,648-$1,945-0.16%
Commonwealth Equity Services, Llc0.00%12,238$1,194,660$1,192,674-$1,986-0.17%
Paragon Private Wealth Management, Llc0.31%11,991$1,170,519$1,168,602-$1,917-0.16%
Arkadios Wealth Advisors0.01%8,649$844,245$842,902-$1,343-0.16%
Summit Financial, Llc0.01%7,614$743,243$742,035-$1,208-0.16%
Truist Financial Corp0.00%7,075$690,609$689,505-$1,104-0.16%
Baird Financial Group, Inc.0.00%6,480$632,547$631,519-$1,028-0.16%
Regal Investment Advisors Llc0.03%6,460$630,595$629,570-$1,025-0.16%
Envestnet Asset Management Inc0.00%6,292$614,215$613,197-$1,018-0.17%
Kesler, Norman & Wride, Llc0.09%5,503$537,138$536,304-$834-0.16%
Hfg Advisors, Inc.0.31%5,111$498,867$498,101-$766-0.15%
Jpmorgan Chase & Co0.00%4,508$442,645$439,334-$3,311-0.75%
Sound Income Strategies, Llc0.02%4,521$441,358$440,601-$757-0.17%
Two Sigma Securities, Llc0.03%3,977$388,216$387,585-$631-0.16%
Cetera Investment Advisers0.00%3,577$349,126$348,602-$524-0.15%
Harmony Asset Management Llc0.08%3,206$312,955$312,446-$509-0.16%
Kestra Advisory Services, Llc0.00%3,049$297,610$297,145-$465-0.16%
Onedigital Investment Advisors Llc0.00%2,934$286,408$285,938-$470-0.16%
Newedge Advisors, Llc0.00%2,598$253,580$253,192-$388-0.15%
Independent Financial Group, Llc0.00%2,577$251,554$251,146-$408-0.16%
Kestra Private Wealth Services, Llc0.00%2,551$249,042$248,612-$430-0.17%
Kraft, Davis & Associates, Llc0.04%2,166$214,477$211,091-$3,386-1.58%
International Assets Investment Management, Llc0.01%2,080$204,858$202,710-$2,148-1.05%
Jones Financial Companies Lllp0.00%2,003$195,879$195,206-$673-0.34%
Nova Wealth Management, Inc.0.08%1,539$150,230$149,986-$244-0.16%
Rockefeller Capital Management L.P.0.00%1,124$109,720$109,541-$179-0.16%
Osaic Holdings, Inc.0.00%1,000$97,675$97,457-$218-0.22%
Harbour Investments, Inc.0.00%906$88,439$88,296-$143-0.16%
Fmr Llc0.00%746$72,806$72,703-$103-0.14%
Harbor Investment Advisory, Llc0.00%641$62,557$62,470-$87-0.14%
Providence Capital Advisors, Llc0.00%249$24,307$24,267-$40-0.17%
Nfsg Corp0.00%200$19,523$19,491-$32-0.16%
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Frequently asked questions about QQXT

  • Who owns the most QQXT stock?

    The largest holders of QQXT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST NASDAQ-100 EX-TE (QQXT).

  • Is QQXT widely held by superinvestors?

    Many widely followed stocks like QQXT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QQXT is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.