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Atomi Financial Group’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Atomi Financial Group’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
2025
Q1 		– Sell
-2,797
Closed -$527K – 1102
2024
Q4 		$527K Buy
2,797
+157
+6% +$30.6K 0.03% 461
2024
Q3 		$505K Sell
2,640
-378
-13% -$71.4K 0.03% 446
2024
Q2 		$596K Buy
+3,018
New +$568K 0.04% 345

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atomi Financial Group's QTEC Position: Q1 2025 in Review

Atomi Financial Group sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2025, closing a stake of 2,797 shares — an estimated $527K sold.

Atomi Financial Group first reported a position in QTEC in Q2 2024 and held it in 3 quarters. The position peaked at $596K in Q2 2024. 339 funds tracked by Wall St. Rank hold QTEC as of Q1 2025.

  • Atomi Financial Group reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 2,797 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2025, an estimated $527K.
  • Atomi Financial Group first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2024 and held it in 3 quarters.
  • Atomi Financial Group's First Trust NASDAQ-100 Technology Index Fund position peaked at $596K in Q2 2024.
  • 339 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.