AWM
QTEC icon

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

Avior 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
2026
Q2 		$571K Hold
1,705
– – 0.02% 481
2026
Q1 		$368K Sell
1,705
-131
-7% -$30K 0.01% 619
2025
Q4 		$423K Sell
1,836
-25
-1% -$5.83K 0.01% 513
2025
Q3 		$427K Sell
1,861
-373
-17% -$80.8K 0.01% 488
2025
Q2 		$475K Sell
2,234
-344
-13% -$64.3K 0.02% 444
2025
Q1 		$447K Sell
2,578
-115
-4% -$22.1K 0.02% 435
2024
Q4 		$507K Sell
2,693
-212
-7% -$41.3K 0.02% 442
2024
Q3 		$556K Sell
2,905
-120
-4% -$22.7K 0.02% 423
2024
Q2 		$597K Sell
3,025
-23
-0.8% -$4.33K 0.03% 388
2024
Q1 		$581K Buy
3,048
+42
+1% +$7.75K 0.03% 402
2023
Q4 		$527K Sell
3,006
-124
-4% -$19.3K 0.03% 331
2023
Q3 		$455K Sell
3,130
-49
-2% -$7.28K 0.03% 351
2023
Q2 		$468K Sell
3,179
-17
-0.5% -$2.26K 0.03% 356
2023
Q1 		$417K Sell
3,196
-950
-23% -$114K 0.03% 396
2022
Q4 		$436K Sell
4,146
-2,138
-34% -$230K 0.03% 335
2022
Q3 		$658K Sell
6,284
-1,536
-20% -$187K 0.05% 224
2022
Q2 		$894K Sell
7,820
-2,686
-26% -$345K 0.09% 159
2022
Q1 		$1.6M Sell
10,506
-9,559
-48% -$1.46M 0.14% 121
2021
Q4 		$3.51M Sell
20,065
-12,915
-39% -$2.21M 0.29% 75
2021
Q3 		$5.2M Sell
32,980
-6,117
-16% -$993K 0.43% 46
2021
Q2 		$6.22M Sell
39,097
-3,378
-8% -$503K 0.62% 32
2021
Q1 		$6.12M Buy
+42,475
New +$6.11M 0.65% 32

Other funds holding QTEC

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EWA
Eagle Wealth Advisors Westport, Connecticut $131M AUM