BDO Wealth Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$17.7K	Hold	120	–	–	﹤0.01%	594
2023 Q1	$15.7K	Hold	120	–	–	﹤0.01%	625
2022 Q4	$12.6K	Hold	120	–	–	﹤0.01%	652
2022 Q3	$13K	Hold	120	–	–	﹤0.01%	664
2022 Q2	$14K	Hold	120	–	–	﹤0.01%	627
2022 Q1	$18K	Hold	120	–	–	﹤0.01%	612
2021 Q4	$21K	Hold	120	–	–	﹤0.01%	614
2021 Q3	$19K	Hold	120	–	–	﹤0.01%	624
2021 Q2	$19K	Sell	120 -40	-25%	-$5.95K	﹤0.01%	639
2021 Q1	$23K	Sell	160 -121	-43%	-$17.4K	﹤0.01%	597
2020 Q4	$39K	Buy	281 +160	+132%	+$20.4K	0.01%	380
2020 Q3	$14K	Hold	121	–	–	﹤0.01%	459
2020 Q2	$13K	Sell	121 -19	-14%	-$1.87K	﹤0.01%	474
2020 Q1	$12K	Hold	140	–	–	﹤0.01%	524
2019 Q4	$14K	Hold	140	–	–	﹤0.01%	414
2019 Q3	$12K	Hold	140	–	–	﹤0.01%	443
2019 Q2	$12K	Buy	+140	New	+$11.8K	﹤0.01%	430

Other funds holding QTEC

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

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

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

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

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BDO Wealth Advisors's QTEC Position: Q2 2023 in Review

BDO Wealth Advisors held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q2 2023 at 120 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

BDO Wealth Advisors first reported a position in QTEC in Q2 2019 and has held it in 17 quarters since. The position peaked at $39K in Q4 2020. 248 funds tracked by Wall St. Rank hold QTEC as of Q2 2023.

BDO Wealth Advisors held 120 shares of First Trust NASDAQ-100 Technology Index Fund worth $17.7K as of Q2 2023.
BDO Wealth Advisors left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q2 2023.
First Trust NASDAQ-100 Technology Index Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #594 holding.
BDO Wealth Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2019 and has held it in 17 quarters since.
BDO Wealth Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $39K in Q4 2020.
248 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.