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

Curi 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
2022
Q1 		– Sell
-50
Closed -$8K – 626
2021
Q4 		$8K Buy
+50
New +$8.54K ﹤0.01% 337

Other funds holding QTEC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Curi Wealth Management's QTEC Position: Q1 2022 in Review

Curi Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2022, closing a stake of 50 shares — an estimated $8K sold.

Curi Wealth Management first reported a position in QTEC in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 275 funds tracked by Wall St. Rank hold QTEC as of Q1 2022.

  • Curi Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 50 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2022, an estimated $8K.
  • Curi Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2021 and held it in 1 quarter.
  • Curi Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $8K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.