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

Black Point 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
2025
Q1 		– Sell
-2,542
Closed -$479K – 35
2024
Q4 		$479K Hold
2,542
– – 0.55% 26
2024
Q3 		$486K Hold
2,542
– – 0.56% 24
2024
Q2 		$502K Buy
+2,542
New +$479K 0.52% 24

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Black Point Wealth Management's QTEC Position: Q1 2025 in Review

Black Point Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2025, closing a stake of 2,542 shares — an estimated $479K sold.

Black Point Wealth Management first reported a position in QTEC in Q2 2024 and held it in 3 quarters. The position peaked at $502K in Q2 2024. 339 funds tracked by Wall St. Rank hold QTEC as of Q1 2025.

  • Black Point Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 2,542 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2025, an estimated $479K.
  • Black Point Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2024 and held it in 3 quarters.
  • Black Point Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $502K in Q2 2024.
  • 339 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.