Aveo Capital Partners’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Aveo Capital 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
2020 Q1	–	Sell	-6,529	Closed	-$654K	–	185
2019 Q4	$654K	Buy	+6,529	New	+$608K	0.26%	87
2019 Q3	–	Sell	-27,857	Closed	-$2.57M	–	195
2019 Q2	$2.57M	Buy	+27,857	New	+$2.35M	1.12%	30

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Aveo Capital Partners's QTEC Position: Q1 2020 in Review

Aveo Capital Partners sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2020, closing a stake of 6,529 shares — an estimated $654K sold.

Aveo Capital Partners first reported a position in QTEC in Q2 2019 and held it in 2 quarters. The position peaked at $2.57M in Q2 2019. 198 funds tracked by Wall St. Rank hold QTEC as of Q1 2020.

Aveo Capital Partners reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2020 after selling out during the quarter.
Aveo Capital Partners sold 6,529 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2020, an estimated $654K.
Aveo Capital Partners first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2019 and held it in 2 quarters.
Aveo Capital Partners's First Trust NASDAQ-100 Technology Index Fund position peaked at $2.57M in Q2 2019.
198 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2020.

Based on Aveo Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.