Avantax Planning Partners’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Avantax Planning Partners’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 Q2	$434K	Hold	1,296	–	–	0.01%	312
2026 Q1	$280K	Hold	1,296	–	–	0.01%	363
2025 Q4	$298K	Hold	1,296	–	–	0.01%	356
2025 Q3	$297K	Hold	1,296	–	–	0.01%	352
2025 Q2	$276K	Sell	1,296 -326	-20%	-$61K	0.01%	369
2025 Q1	$281K	Buy	1,622 +98	+6%	+$18.8K	0.01%	346
2024 Q4	$287K	Sell	1,524 -34	-2%	-$6.62K	0.01%	340
2024 Q3	$298K	Buy	1,558 +261	+20%	+$49.3K	0.01%	336
2024 Q2	$256K	Buy	1,297 +1	+0.1%	+$188	0.01%	390
2024 Q1	$247K	Buy	+1,296	New	+$239K	0.01%	399
2017 Q4	–	Sell	-3,008	Closed	-$205K	–	346
2017 Q3	$205K	Buy	+3,008	New	+$196K	0.02%	355

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avantax Planning Partners's QTEC Position: Q2 2026 in Review

Avantax Planning Partners held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q2 2026 at 1,296 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #312.

Avantax Planning Partners first reported a position in QTEC in Q3 2017 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

Avantax Planning Partners held 1,296 shares of First Trust NASDAQ-100 Technology Index Fund worth $434K as of Q2 2026.
Avantax Planning Partners left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ-100 Technology Index Fund made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #312 holding.
Avantax Planning Partners first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2017 and has held it in 11 quarters since.
449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.