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

ACG Wealth’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
2022
Q3 		– Sell
-635
Closed -$73K – 826
2022
Q2 		$73K Buy
+635
New +$81.6K 0.01% 380

Other funds holding QTEC

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

ACG Wealth's QTEC Position: Q3 2022 in Review

ACG Wealth sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2022, closing a stake of 635 shares — an estimated $73K sold.

ACG Wealth first reported a position in QTEC in Q2 2022 and held it in 1 quarter. The position peaked at $73K in Q2 2022. 236 funds tracked by Wall St. Rank hold QTEC as of Q3 2022.

  • ACG Wealth reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 635 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2022, an estimated $73K.
  • ACG Wealth first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's First Trust NASDAQ-100 Technology Index Fund position peaked at $73K in Q2 2022.
  • 236 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.