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Congress Wealth Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Congress Wealth Management’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
2025
Q2 		$1.3M Hold
6,090
– – 0.01% 644
2025
Q1 		$1.1M Buy
+6,090
New +$1.17M 0.01% 615

Other funds holding QTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Congress Wealth Management's QTEC Position: Q2 2025 in Review

Congress Wealth Management held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q2 2025 at 6,090 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #644.

Congress Wealth Management first reported a position in QTEC in Q1 2025 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold QTEC as of Q2 2025.

  • Congress Wealth Management held 6,090 shares of First Trust NASDAQ-100 Technology Index Fund worth $1.3M as of Q2 2025.
  • Congress Wealth Management left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q2 2025.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #644 holding.
  • Congress Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2025 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.