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

AMJ Financial 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
2026
Q1 		$636K Buy
2,945
+304
+12% +$69.5K 0.15% 61
2025
Q4 		$608K Buy
2,641
+544
+26% +$127K 0.14% 67
2025
Q3 		$481K Buy
2,097
+88
+4% +$19.1K 0.11% 68
2025
Q2 		$428K Sell
2,009
-1,198
-37% -$224K 0.11% 67
2025
Q1 		$557K Sell
3,207
-702
-18% -$135K 0.16% 64
2024
Q4 		$736K Sell
3,909
-518
-12% -$101K 0.2% 61
2024
Q3 		$847K Sell
4,427
-3,601
-45% -$680K 0.24% 55
2024
Q2 		$1.59M Sell
8,028
-340
-4% -$64K 0.49% 43
2024
Q1 		$1.6M Buy
8,368
+2,370
+40% +$438K 0.53% 42
2023
Q4 		$1.05M Buy
+5,998
New +$935K 0.44% 46
2022
Q2 		– Sell
-1,354
Closed -$206K – 80
2022
Q1 		$206K Sell
1,354
-540
-29% -$82.3K 0.08% 84
2021
Q4 		$332K Hold
1,894
– – 0.12% 71
2021
Q3 		$299K Hold
1,894
– – 0.12% 80
2021
Q2 		$301K Hold
1,894
– – 0.13% 78
2021
Q1 		$273K Hold
1,894
– – 0.13% 73
2020
Q4 		$262K Sell
1,894
-53
-3% -$6.77K 0.13% 68
2020
Q3 		$228K Sell
1,947
-119
-6% -$13.7K 0.13% 60
2020
Q2 		$225K Buy
+2,066
New +$204K 0.15% 60

Other funds holding QTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AMJ Financial Wealth Management's QTEC Position: Q1 2026 in Review

AMJ Financial Wealth Management increased its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 12% in Q1 2026, buying an estimated $69.5K and bringing the position to 2,945 shares worth $636K. The position accounts for 0.15% of the portfolio, ranked #61.

AMJ Financial Wealth Management first reported a position in QTEC in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.6M in Q1 2024. 362 funds tracked by Wall St. Rank hold QTEC as of Q1 2026.

  • AMJ Financial Wealth Management held 2,945 shares of First Trust NASDAQ-100 Technology Index Fund worth $636K as of Q1 2026.
  • AMJ Financial Wealth Management bought 304 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2026, an estimated $69.5K.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.15% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #61 holding.
  • AMJ Financial Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2020 and has held it in 18 quarters since.
  • AMJ Financial Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $1.6M in Q1 2024.
  • 362 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.