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Core Wealth Advisors (Florida)’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-8
Closed -$1.04K – 273
2023
Q1 		$1.04K Buy
+8
New +$959 ﹤0.01% 234

Other funds holding QTEC

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Core Wealth Advisors (Florida)'s QTEC Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2023, closing a stake of 8 shares — an estimated $1.04K sold.

Core Wealth Advisors (Florida) first reported a position in QTEC in Q1 2023 and held it in 1 quarter. The position peaked at $1.04K in Q1 2023. 248 funds tracked by Wall St. Rank hold QTEC as of Q2 2023.

  • Core Wealth Advisors (Florida) reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 8 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2023, an estimated $1.04K.
  • Core Wealth Advisors (Florida) first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2023 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s First Trust NASDAQ-100 Technology Index Fund position peaked at $1.04K in Q1 2023.
  • 248 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.