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

Baker Tilly 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
2024
Q1 		– Sell
-1,330
Closed -$233K – 459
2023
Q4 		$233K Buy
+1,330
New +$207K 0.04% 423

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Baker Tilly Wealth Management's QTEC Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2024, closing a stake of 1,330 shares — an estimated $233K sold.

Baker Tilly Wealth Management first reported a position in QTEC in Q4 2023 and held it in 1 quarter. The position peaked at $233K in Q4 2023. 324 funds tracked by Wall St. Rank hold QTEC as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,330 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2024, an estimated $233K.
  • Baker Tilly Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $233K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.