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

Capital A 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
-10
Closed -$1.88K – 872
2024
Q4 		$1.88K Buy
+10
New +$1.95K ﹤0.01% 485

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital A Wealth Management's QTEC Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2025, closing a stake of 10 shares — an estimated $1.88K sold.

Capital A Wealth Management first reported a position in QTEC in Q4 2024 and held it in 1 quarter. The position peaked at $1.88K in Q4 2024. 339 funds tracked by Wall St. Rank hold QTEC as of Q1 2025.

  • Capital A Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 10 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2025, an estimated $1.88K.
  • Capital A Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $1.88K in Q4 2024.
  • 339 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.