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Carroll Financial Associates’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Carroll Financial Associates’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
-379
Closed -$59K – 1869
2021
Q3 		$59K Buy
+379
New +$61.5K ﹤0.01% 702
2019
Q3 		– Sell
-568
Closed -$48K – 1671
2019
Q2 		$48K Buy
+568
New +$47.9K ﹤0.01% 627

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 $445B AUM 25.58% 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 $14.9B AUM 46.8% 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 $948M AUM 17.6% 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

Carroll Financial Associates's QTEC Position: Q4 2021 in Review

Carroll Financial Associates sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2021, closing a stake of 379 shares — an estimated $59K sold.

Carroll Financial Associates first reported a position in QTEC in Q2 2019 and held it in 2 quarters. The position peaked at $59K in Q3 2021. 295 funds tracked by Wall St. Rank hold QTEC as of Q4 2021.

  • Carroll Financial Associates reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 379 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2021, an estimated $59K.
  • Carroll Financial Associates first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2019 and held it in 2 quarters.
  • Carroll Financial Associates's First Trust NASDAQ-100 Technology Index Fund position peaked at $59K in Q3 2021.
  • 295 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.