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Beirne Wealth Consulting Services’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Beirne Wealth Consulting Services’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
2019
Q4 		– Sell
-2,628
Closed -$230K – 122
2019
Q3 		$230K Buy
2,628
+57
+2% +$4.99K 0.19% 115
2019
Q2 		$220K Buy
+2,571
New +$217K 0.2% 117

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Beirne Wealth Consulting Services's QTEC Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2019, closing a stake of 2,628 shares — an estimated $230K sold.

Beirne Wealth Consulting Services first reported a position in QTEC in Q2 2019 and held it in 2 quarters. The position peaked at $230K in Q3 2019. 227 funds tracked by Wall St. Rank hold QTEC as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 2,628 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2019, an estimated $230K.
  • Beirne Wealth Consulting Services first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2019 and held it in 2 quarters.
  • Beirne Wealth Consulting Services's First Trust NASDAQ-100 Technology Index Fund position peaked at $230K in Q3 2019.
  • 227 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.