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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $501B AUM 22.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return