Baldwin Wealth Partners’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-295	Closed	-$56.4K	–	822
2024 Q3	$56.4K	Hold	295	–	–	﹤0.01%	527
2024 Q2	$58.3K	Hold	295	–	–	﹤0.01%	327
2024 Q1	$56.3K	Sell	295 -55	-16%	-$10.2K	﹤0.01%	355
2023 Q4	$61.4K	Hold	350	–	–	﹤0.01%	354
2023 Q3	$50.8K	Sell	350 -150	-30%	-$22.3K	﹤0.01%	394
2023 Q2	$73.6K	Hold	500	–	–	0.01%	359
2023 Q1	$65.3K	Hold	500	–	–	0.01%	383
2022 Q4	$52.6K	Hold	500	–	–	﹤0.01%	410
2022 Q3	$52K	Hold	500	–	–	0.01%	326
2022 Q2	$57K	Hold	500	–	–	0.01%	333
2022 Q1	$76K	Hold	500	–	–	0.01%	316
2021 Q4	$88K	Hold	500	–	–	0.01%	285
2021 Q3	$79K	Hold	500	–	–	0.01%	287
2021 Q2	$80K	Hold	500	–	–	0.01%	300
2021 Q1	$72K	Hold	500	–	–	0.01%	294
2020 Q4	$69K	Hold	500	–	–	0.01%	282
2020 Q3	$59K	Hold	500	–	–	0.01%	277
2020 Q2	$55K	Hold	500	–	–	0.01%	282
2020 Q1	$42K	Sell	500 -333	-40%	-$32.3K	0.01%	298
2019 Q4	$83K	Hold	833	–	–	0.01%	256
2019 Q3	$73K	Hold	833	–	–	0.01%	264
2019 Q2	$71K	Hold	833	–	–	0.01%	276
2019 Q1	$69K	Sell	833 -100	-11%	-$7.72K	0.01%	270
2018 Q4	$63K	Hold	933	–	–	0.01%	268
2018 Q3	$74K	Hold	933	–	–	0.01%	275
2018 Q2	$72K	Buy	933 +333	+56%	+$25.9K	0.01%	279
2018 Q1	$46K	Buy	+600	New	+$46.1K	0.01%	309

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

Baldwin Wealth Partners's QTEC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2024, closing a stake of 295 shares — an estimated $56.4K sold.

Baldwin Wealth Partners first reported a position in QTEC in Q1 2018 and held it in 27 quarters. The position peaked at $88K in Q4 2021. 348 funds tracked by Wall St. Rank hold QTEC as of Q4 2024.

Baldwin Wealth Partners reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 295 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2024, an estimated $56.4K.
Baldwin Wealth Partners first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2018 and held it in 27 quarters.
Baldwin Wealth Partners's First Trust NASDAQ-100 Technology Index Fund position peaked at $88K in Q4 2021.
348 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.