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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
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

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

CX Institutional's QTEC Position: Q2 2026 in Review

CX Institutional reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 10% in Q2 2026, selling an estimated $67.6K and leaving 2,017 shares worth $675K. The position accounts for 0.02% of the portfolio, ranked #397.

CX Institutional first reported a position in QTEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $689K in Q3 2025. 76 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

  • CX Institutional held 2,017 shares of First Trust NASDAQ-100 Technology Index Fund worth $675K as of Q2 2026.
  • CX Institutional sold 236 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $67.6K.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.02% of CX Institutional's portfolio in Q2 2026, its #397 holding.
  • CX Institutional first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's First Trust NASDAQ-100 Technology Index Fund position peaked at $689K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.