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

Axxcess 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
2022
Q1 		– Sell
-2,619
Closed -$459K – 691
2021
Q4 		$459K Buy
+2,619
New +$447K 0.03% 379

Other funds holding QTEC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Axxcess Wealth Management's QTEC Position: Q1 2022 in Review

Axxcess Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2022, closing a stake of 2,619 shares — an estimated $459K sold.

Axxcess Wealth Management first reported a position in QTEC in Q4 2021 and held it in 1 quarter. The position peaked at $459K in Q4 2021. 275 funds tracked by Wall St. Rank hold QTEC as of Q1 2022.

  • Axxcess Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,619 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2022, an estimated $459K.
  • Axxcess Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $459K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.