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

Concurrent Investment 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 		$14.5M Buy
43,425
+29,713
+217% +$8.51M 0.12% 180
2026
Q1 		$2.96M Buy
13,712
+132
+1% +$30.2K 0.03% 492
2025
Q4 		$3.13M Buy
13,580
+5,548
+69% +$1.29M 0.04% 441
2025
Q3 		$1.84M Sell
8,032
-219
-3% -$47.4K 0.03% 488
2025
Q2 		$1.76M Sell
8,251
-287
-3% -$53.7K 0.03% 462
2025
Q1 		$1.48M Sell
8,538
-598
-7% -$115K 0.04% 437
2024
Q4 		$1.72M Sell
9,136
-131
-1% -$25.5K 0.05% 361
2024
Q3 		$1.77M Sell
9,267
-114
-1% -$21.5K 0.05% 346
2024
Q2 		$1.85M Buy
9,381
+323
+4% +$60.8K 0.06% 292
2024
Q1 		$1.73M Buy
9,058
+1,049
+13% +$194K 0.07% 268
2023
Q4 		$1.41M Buy
+8,009
New +$1.25M 0.07% 279

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Concurrent Investment Advisors's QTEC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 217% in Q2 2026, buying an estimated $8.51M and bringing the position to 43,425 shares worth $14.5M. The position accounts for 0.12% of the portfolio, ranked #180.

Concurrent Investment Advisors first reported a position in QTEC in Q4 2023 and has held it in 11 quarters since. 450 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

  • Concurrent Investment Advisors held 43,425 shares of First Trust NASDAQ-100 Technology Index Fund worth $14.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 29,713 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $8.51M.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #180 holding.
  • Concurrent Investment Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 450 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.