AWE
QTEC icon

Avidian Wealth Enterprises’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Avidian Wealth Enterprises’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
2019
Q3 		– Sell
-4,089
Closed -$350K – 206
2019
Q2 		$350K Buy
+4,089
New +$345K 0.08% 88

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Avidian Wealth Enterprises's QTEC Position: Q3 2019 in Review

Avidian Wealth Enterprises sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2019, closing a stake of 4,089 shares — an estimated $350K sold.

Avidian Wealth Enterprises first reported a position in QTEC in Q2 2019 and held it in 1 quarter. The position peaked at $350K in Q2 2019. 195 funds tracked by Wall St. Rank hold QTEC as of Q3 2019.

  • Avidian Wealth Enterprises reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,089 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2019, an estimated $350K.
  • Avidian Wealth Enterprises first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2019 and held it in 1 quarter.
  • Avidian Wealth Enterprises's First Trust NASDAQ-100 Technology Index Fund position peaked at $350K in Q2 2019.
  • 195 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2019, filed 14 Nov 2019.