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1900 Wealth Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

1900 Wealth Management’s Portfolio QTEC Stock Details QTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,157
Closed -$343K – 233
2021
Q2 		$343K Buy
+2,157
New +$321K 0.03% 177

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

1900 Wealth Management's QTEC Position: Q3 2021 in Review

1900 Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2021, closing a stake of 2,157 shares — an estimated $343K sold.

1900 Wealth Management first reported a position in QTEC in Q2 2021 and held it in 1 quarter. The position peaked at $343K in Q2 2021. 262 funds tracked by Wall St. Rank hold QTEC as of Q3 2021.

  • 1900 Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2021 after selling out during the quarter.
  • 1900 Wealth Management sold 2,157 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2021, an estimated $343K.
  • 1900 Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2021 and held it in 1 quarter.
  • 1900 Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $343K in Q2 2021.
  • 262 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2021.

Based on 1900 Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.