Clear Perspectives Financial Planning’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$10.4K	Hold	80	–	–	0.01%	139
2022 Q4	$8.42K	Sell	80 -645	-89%	-$69.5K	﹤0.01%	159
2022 Q3	$76K	Sell	725 -770	-52%	-$93.6K	0.04%	69
2022 Q2	$171K	Sell	1,495 -1,180	-44%	-$152K	0.07%	55
2022 Q1	$408K	Sell	2,675 -350	-12%	-$53.3K	0.15%	39
2021 Q4	$530K	Sell	3,025 -15	-0.5%	-$2.56K	0.21%	40
2021 Q3	$480K	Buy	3,040 +425	+16%	+$69K	0.22%	42
2021 Q2	$416K	Sell	2,615 -30	-1%	-$4.46K	0.2%	45
2021 Q1	$381K	Hold	2,645	–	–	0.22%	42
2020 Q4	$365K	Buy	+2,645	New	+$338K	0.23%	38

Other funds holding QTEC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Clear Perspectives Financial Planning's QTEC Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q1 2023 at 80 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #139.

Clear Perspectives Financial Planning first reported a position in QTEC in Q4 2020 and has held it in 10 quarters since. The position peaked at $530K in Q4 2021. 231 funds tracked by Wall St. Rank hold QTEC as of Q1 2023.

Clear Perspectives Financial Planning held 80 shares of First Trust NASDAQ-100 Technology Index Fund worth $10.4K as of Q1 2023.
Clear Perspectives Financial Planning left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q1 2023.
First Trust NASDAQ-100 Technology Index Fund made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #139 holding.
Clear Perspectives Financial Planning first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's First Trust NASDAQ-100 Technology Index Fund position peaked at $530K in Q4 2021.
231 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.