Atlas Private Wealth Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Atlas Private Wealth Advisors’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
2024 Q1	–	Sell	-2,172	Closed	-$381K	–	155
2023 Q4	$381K	Sell	2,172 -630	-22%	-$98.2K	0.07%	105
2023 Q3	$407K	Sell	2,802 -200	-7%	-$29.7K	0.08%	119
2023 Q2	$442K	Buy	3,002 +1,406	+88%	+$187K	0.09%	116
2023 Q1	$208K	Buy	+1,596	New	+$191K	0.1%	121
2021 Q4	–	Sell	-27	Closed	-$4K	–	574
2021 Q3	$4K	Sell	27 -28	-51%	-$4.55K	﹤0.01%	599
2021 Q2	$9K	Buy	55 +6	+12%	+$893	﹤0.01%	491
2021 Q1	$7K	Buy	49 +6	+14%	+$863	﹤0.01%	553
2020 Q4	$6K	Buy	43 +29	+207%	+$3.71K	﹤0.01%	498
2020 Q3	$2K	Buy	+14	New	+$1.62K	﹤0.01%	592

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Atlas Private Wealth Advisors's QTEC Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2024, closing a stake of 2,172 shares — an estimated $381K sold.

Atlas Private Wealth Advisors first reported a position in QTEC in Q3 2020 and held it in 9 quarters. The position peaked at $442K in Q2 2023. 324 funds tracked by Wall St. Rank hold QTEC as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,172 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2024, an estimated $381K.
Atlas Private Wealth Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2020 and held it in 9 quarters.
Atlas Private Wealth Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $442K in Q2 2023.
324 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.