QQXT — FIRST TR EXCHANGE-TRADED FD

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (QQXT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2025 Q3)
Avg. % of fund
0.13%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 85,837 +1,458 +1.7% 0.13% $8.5M $99.37
2025 Q3 INITIATED 84,379 — — 0.13% $8.3M $98.25
% of Fund (quarterly)    QQXT price (monthly, adj. close)

Other funds also holding QQXT

As of 2025 Q4 — sorted by position size

Proactive Wealth Strategies LLC 0.93% HFG Advisors, Inc. 3Y 0.58% Paragon Private Wealth Management, LLC 3Y 0.37% Kesler, Norman & Wride, LLC 3Y 0.25% HARMONY ASSET MANAGEMENT LLC 0.11% Arkadios Wealth Advisors 3Y 0.07% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.05% Kraft, Davis & Associates, LLC 3Y 0.05% Regal Investment Advisors LLC 3Y 7Y 0.05% BENJAMIN EDWARDS INC 3Y 0.04%
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