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

Avondale 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
2025 Q3	–	Sell	-414	Closed	-$88.1K	–	100
2025 Q2	$88.1K	Hold	414	–	–	0.05%	79
2025 Q1	$71.9K	Hold	414	–	–	0.05%	76
2024 Q4	$77.9K	Hold	414	–	–	0.05%	71
2024 Q3	$79.2K	Hold	414	–	–	0.05%	66
2024 Q2	$81.7K	Hold	414	–	–	0.06%	71
2024 Q1	$78.9K	Sell	414 -10	-2%	-$1.85K	0.06%	71
2023 Q4	$74.4K	Sell	424 -52	-11%	-$8.1K	0.06%	68
2023 Q3	$69.1K	Hold	476	–	–	0.06%	71
2023 Q2	$70K	Hold	476	–	–	0.06%	70
2023 Q1	$62.1K	Buy	476 +14	+3%	+$1.68K	0.05%	75
2022 Q4	$48.6K	Sell	462 -19	-4%	-$2.05K	0.04%	78
2022 Q3	$50K	Hold	481	–	–	0.05%	74
2022 Q2	$55K	Buy	481 +37	+8%	+$4.75K	0.06%	63
2022 Q1	$68K	Hold	444	–	–	0.08%	56
2021 Q4	$78K	Sell	444 -87	-16%	-$14.9K	0.08%	57
2021 Q3	$84K	Buy	+531	New	+$86.2K	0.08%	62

Other funds holding QTEC

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Avondale Wealth Management's QTEC Position: Q3 2025 in Review

Avondale Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2025, closing a stake of 414 shares — an estimated $88.1K sold.

Avondale Wealth Management first reported a position in QTEC in Q3 2021 and held it in 16 quarters. The position peaked at $88.1K in Q2 2025. 355 funds tracked by Wall St. Rank hold QTEC as of Q3 2025.

Avondale Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 414 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2025, an estimated $88.1K.
Avondale Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2021 and held it in 16 quarters.
Avondale Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $88.1K in Q2 2025.
355 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.