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

Atticus 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
2022 Q4	–	Sell	-334	Closed	-$38K	–	616
2022 Q3	$38K	Hold	334	–	–	0.02%	263
2022 Q2	$38K	Hold	334	–	–	0.02%	285
2022 Q1	$51K	Hold	334	–	–	0.02%	248
2021 Q4	$59K	Hold	334	–	–	0.02%	208
2021 Q3	$53K	Hold	334	–	–	0.02%	228
2021 Q2	$53K	Hold	334	–	–	0.02%	226
2021 Q1	$48K	Sell	334 -50	-13%	-$7.19K	0.02%	216
2020 Q4	$53K	Hold	384	–	–	0.03%	204
2020 Q3	$45K	Buy	384 +1	+0.3%	+$115	0.03%	181
2020 Q2	$42K	Buy	383 +1	+0.3%	+$99	0.03%	180
2020 Q1	$32K	Buy	382 +1	+0.3%	+$97	0.03%	186
2019 Q4	$38K	Buy	+381	New	+$35.5K	0.02%	194

Other funds holding QTEC

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Atticus Wealth Management's QTEC Position: Q4 2022 in Review

Atticus Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2022, closing a stake of 334 shares — an estimated $38K sold.

Atticus Wealth Management first reported a position in QTEC in Q4 2019 and held it in 12 quarters. The position peaked at $59K in Q4 2021. 228 funds tracked by Wall St. Rank hold QTEC as of Q4 2022.

Atticus Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2022 after selling out during the quarter.
Atticus Wealth Management sold 334 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2022, an estimated $38K.
Atticus Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2019 and held it in 12 quarters.
Atticus Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $59K in Q4 2021.
228 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.