CX Institutional’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

CX Institutional’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 Q3	$666K	Buy	2,018 +1	+0%	+$313	0.02%	411
2026 Q2	$675K	Sell	2,017 -236	-10%	-$67.6K	0.02%	397
2026 Q1	$487K	Sell	2,253 -114	-5%	-$26.1K	0.01%	464
2025 Q4	$545K	Sell	2,367 -636	-21%	-$148K	0.02%	398
2025 Q3	$689K	Buy	+3,003	New	+$651K	0.02%	357

Other funds holding QTEC

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

CX Institutional's QTEC Position: Q3 2026 in Review

CX Institutional increased its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 0.05% in Q3 2026, buying an estimated $313 and bringing the position to 2,018 shares worth $666K. The position accounts for 0.02% of the portfolio, ranked #411.

CX Institutional first reported a position in QTEC in Q3 2025 and has held it in 5 quarters since. The position peaked at $689K in Q3 2025. 116 funds tracked by Wall St. Rank hold QTEC as of Q3 2026.

CX Institutional held 2,018 shares of First Trust NASDAQ-100 Technology Index Fund worth $666K as of Q3 2026.
CX Institutional bought 1 First Trust NASDAQ-100 Technology Index Fund share in Q3 2026, an estimated $313.
First Trust NASDAQ-100 Technology Index Fund made up 0.02% of CX Institutional's portfolio in Q3 2026, its #411 holding.
CX Institutional first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2025 and has held it in 5 quarters since.
CX Institutional's First Trust NASDAQ-100 Technology Index Fund position peaked at $689K in Q3 2025.
116 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.