CCMI
QTEC icon

Creative Capital Management Investments’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Creative Capital Management Investments’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
Q3 		– Sell
-149
Closed -$31.7K – 320
2025
Q2 		$31.7K Buy
+149
New +$27.9K 0.01% 144

Other funds holding QTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Creative Capital Management Investments's QTEC Position: Q3 2025 in Review

Creative Capital Management Investments sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2025, closing a stake of 149 shares — an estimated $31.7K sold.

Creative Capital Management Investments first reported a position in QTEC in Q2 2025 and held it in 1 quarter. The position peaked at $31.7K in Q2 2025. 355 funds tracked by Wall St. Rank hold QTEC as of Q3 2025.

  • Creative Capital Management Investments reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2025 after selling out during the quarter.
  • Creative Capital Management Investments sold 149 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2025, an estimated $31.7K.
  • Creative Capital Management Investments first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2025 and held it in 1 quarter.
  • Creative Capital Management Investments's First Trust NASDAQ-100 Technology Index Fund position peaked at $31.7K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2025.

Based on Creative Capital Management Investments's 13F filing for Q3 2025, filed 23 Oct 2025.