BWM
QTEC icon

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

Bullock 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
Q3 		– Sell
-155
Closed -$30.7K – 593
2024
Q2 		$30.7K Buy
+155
New +$29.2K 0.02% 273

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bullock Wealth Management's QTEC Position: Q3 2024 in Review

Bullock Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2024, closing a stake of 155 shares — an estimated $30.7K sold.

Bullock Wealth Management first reported a position in QTEC in Q2 2024 and held it in 1 quarter. The position peaked at $30.7K in Q2 2024. 331 funds tracked by Wall St. Rank hold QTEC as of Q3 2024.

  • Bullock Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 155 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2024, an estimated $30.7K.
  • Bullock Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2024 and held it in 1 quarter.
  • Bullock Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $30.7K in Q2 2024.
  • 331 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2024.

Based on Bullock Wealth Management's 13F filing for Q3 2024, filed 24 Sep 2026.