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Upturn AI SWOT - About
First Trust NASDAQ-100 Ex-Technology Sector Index Fund (QQXT)
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Upturn Advisory Summary
08/14/2025: QQXT (1-star) is a SELL. SELL since 4 days. Profits (0.53%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.05% | Avg. Invested days 56 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.91 | 52 Weeks Range 82.94 - 99.33 | Updated Date 06/30/2025 |
52 Weeks Range 82.94 - 99.33 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust NASDAQ-100 Ex-Technology Sector Index Fund
ETF Overview
Overview
The First Trust NASDAQ-100 Ex-Technology Sector Index Fund (QQXT) seeks investment results that correspond generally to the price and yield of the NASDAQ-100 Ex-Technology Sector Index, which excludes technology companies from the NASDAQ-100 Index. The fund offers exposure to large-cap non-technology companies within the NASDAQ-100.
Reputation and Reliability
First Trust is a well-established ETF provider with a reputation for innovation and a wide range of investment products.
Management Expertise
First Trust has a dedicated team of experienced investment professionals managing its ETF offerings.
Investment Objective
Goal
To provide investment results that generally correspond to the price and yield of the NASDAQ-100 Ex-Technology Sector Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the NASDAQ-100 Ex-Technology Sector Index.
Composition The ETF primarily holds stocks of large-cap companies in the NASDAQ-100, excluding those classified as technology companies.
Market Position
Market Share: QQXT holds a moderate market share within the sector-specific ETF landscape.
Total Net Assets (AUM): 155460000
Competitors
Key Competitors
- Invesco QQQ Trust (QQQ)
- SPDR S&P 500 ETF Trust (SPY)
Competitive Landscape
The ETF market is highly competitive. QQXT competes with broader market ETFs like QQQ and SPY and other sector-specific funds. QQXT's advantage lies in providing targeted exposure to the non-tech components of the NASDAQ-100. A disadvantage is it's very niche offering.
Financial Performance
Historical Performance: Historical performance data should be gathered from reliable financial data providers to assess the ETF's returns over various periods.
Benchmark Comparison: The ETF's performance should be compared to the NASDAQ-100 Ex-Technology Sector Index to evaluate its tracking efficiency.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The average trading volume of QQXT is moderate, reflecting its niche focus.
Bid-Ask Spread
The bid-ask spread for QQXT is typically reasonable for its trading volume but could widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic conditions, sector rotations, and investor sentiment towards technology stocks all influence QQXT.
Growth Trajectory
QQXT's growth is dependent on the performance of the non-technology sectors within the NASDAQ-100.
Moat and Competitive Advantages
Competitive Edge
QQXT's competitive edge lies in its targeted exposure to the non-technology components of the NASDAQ-100, offering investors a way to diversify away from the tech sector. The fund provides a convenient way to gain exposure to large-cap non-tech companies within a well-known index. Its ex-tech filter helps investors manage sector-specific risk. However, the fundu2019s focus on non-tech Nasdaq 100 companies is its advantage and disadvantage since its returns are dependent on them.
Risk Analysis
Volatility
QQXT's volatility will depend on the volatility of the underlying non-technology stocks in the NASDAQ-100.
Market Risk
QQXT is subject to market risk, meaning that the value of its holdings can fluctuate based on overall market conditions and sector-specific factors.
Investor Profile
Ideal Investor Profile
QQXT is suitable for investors seeking to diversify their portfolio away from technology stocks and gain exposure to other large-cap sectors within the NASDAQ-100.
Market Risk
QQXT is more suitable for long-term investors seeking targeted sector exposure, compared to active traders.
Summary
The First Trust NASDAQ-100 Ex-Technology Sector Index Fund (QQXT) provides targeted exposure to large-cap non-technology companies within the NASDAQ-100. It's a niche ETF designed for investors seeking to diversify away from the tech sector. The fund's performance is dependent on the performance of the non-technology components of the NASDAQ-100 and is subject to market risks. Its expense ratio is higher than some broader market ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust NASDAQ-100 Ex-Technology Sector Index Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is an equal-weighted index composed of the securities comprising the NASDAQ-100 Index® that are not classified as technology according to the Industry Classification Benchmark (ICB) classification system.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.