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

Accurate 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
2023
Q1 		– Sell
-89
Closed -$9.73K – 1139
2022
Q4 		$9.73K Buy
+89
New +$9.58K ﹤0.01% 866

Other funds holding QTEC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Accurate Wealth Management's QTEC Position: Q1 2023 in Review

Accurate Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2023, closing a stake of 89 shares — an estimated $9.73K sold.

Accurate Wealth Management first reported a position in QTEC in Q4 2022 and held it in 1 quarter. The position peaked at $9.73K in Q4 2022. 231 funds tracked by Wall St. Rank hold QTEC as of Q1 2023.

  • Accurate Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 89 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2023, an estimated $9.73K.
  • Accurate Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $9.73K in Q4 2022.
  • 231 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.