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

Callahan 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
2021
Q4 		– Sell
-1,275
Closed -$201K – 151
2021
Q3 		$201K Hold
1,275
– – 0.03% 143
2021
Q2 		$203K Buy
+1,275
New +$190K 0.03% 145

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Callahan Advisors's QTEC Position: Q4 2021 in Review

Callahan Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2021, closing a stake of 1,275 shares — an estimated $201K sold.

Callahan Advisors first reported a position in QTEC in Q2 2021 and held it in 2 quarters. The position peaked at $203K in Q2 2021. 295 funds tracked by Wall St. Rank hold QTEC as of Q4 2021.

  • Callahan Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2021 after selling out during the quarter.
  • Callahan Advisors sold 1,275 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2021, an estimated $201K.
  • Callahan Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2021 and held it in 2 quarters.
  • Callahan Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $203K in Q2 2021.
  • 295 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2021.

Based on Callahan Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.