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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
2026
Q2 		$213K Buy
+635
New +$182K ﹤0.01% 983
2022
Q1 		– Sell
-2,619
Closed -$459K – 691
2021
Q4 		$459K Buy
+2,619
New +$447K 0.03% 379

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Axxcess Wealth Management's QTEC Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2026: 635 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in QTEC as recently as Q4 2021.

Axxcess Wealth Management first reported a position in QTEC in Q4 2021 and has held it in 2 quarters since. The position peaked at $459K in Q4 2021. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

  • Axxcess Wealth Management held 635 shares of First Trust NASDAQ-100 Technology Index Fund worth $213K as of Q2 2026.
  • First Trust NASDAQ-100 Technology Index Fund was a new Axxcess Wealth Management position in Q2 2026.
  • First Trust NASDAQ-100 Technology Index Fund made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #983 holding.
  • Axxcess Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2021 and has held it in 2 quarters since.
  • Axxcess Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $459K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.