Cary Street Partners Investment Advisory’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Cary Street Partners Investment Advisory’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
2020 Q4	–	Sell	-539	Closed	-$63K	–	738
2020 Q3	$63K	Buy	+539	New	+$62.2K	0.01%	451

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cary Street Partners Investment Advisory's QTEC Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2020, closing a stake of 539 shares — an estimated $63K sold.

Cary Street Partners Investment Advisory first reported a position in QTEC in Q3 2020 and held it in 1 quarter. The position peaked at $63K in Q3 2020. 243 funds tracked by Wall St. Rank hold QTEC as of Q4 2020.

Cary Street Partners Investment Advisory reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2020 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 539 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2020, an estimated $63K.
Cary Street Partners Investment Advisory first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2020 and held it in 1 quarter.
Cary Street Partners Investment Advisory's First Trust NASDAQ-100 Technology Index Fund position peaked at $63K in Q3 2020.
243 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.