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

Clearstead 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
2026 Q2	$209K	Sell	624 -70	-10%	-$20K	﹤0.01%	1052
2026 Q1	$150K	Hold	694	–	–	﹤0.01%	1044
2025 Q4	$160K	Sell	694 -13	-2%	-$3.03K	﹤0.01%	980
2025 Q3	$162K	Buy	+707	New	+$153K	﹤0.01%	925
2025 Q2	–	Sell	-731	Closed	-$127K	–	2850
2025 Q1	$127K	Hold	731	–	–	﹤0.01%	933
2024 Q4	$138K	Sell	731 -100	-12%	-$19.5K	﹤0.01%	943
2024 Q3	$159K	Hold	831	–	–	﹤0.01%	917
2024 Q2	$164K	Buy	+831	New	+$156K	﹤0.01%	876

Other funds holding QTEC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Advisors's QTEC Position: Q2 2026 in Review

Clearstead Advisors reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 10% in Q2 2026, selling an estimated $20K and leaving 624 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Clearstead Advisors first reported a position in QTEC in Q2 2024 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

Clearstead Advisors held 624 shares of First Trust NASDAQ-100 Technology Index Fund worth $209K as of Q2 2026.
Clearstead Advisors sold 70 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $20K.
First Trust NASDAQ-100 Technology Index Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1052 holding.
Clearstead Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2024 and has held it in 8 quarters since.
449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.