Cyndeo Wealth Partners’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Cyndeo Wealth Partners’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	$2.38M	Buy	7,099 +5,382	+313%	+$1.54M	0.11%	173
2026 Q1	$371K	Sell	1,717 -7,980	-82%	-$1.82M	0.02%	374
2025 Q4	$2.23M	Sell	9,697 -238	-2%	-$55.5K	0.12%	159
2025 Q3	$2.28M	Sell	9,935 -327	-3%	-$70.8K	0.13%	154
2025 Q2	$2.18M	Sell	10,262 -556	-5%	-$104K	0.13%	157
2025 Q1	$1.88M	Buy	10,818 +146	+1%	+$28.1K	0.12%	166
2024 Q4	$2.01M	Sell	10,672 -1,533	-13%	-$298K	0.14%	160
2024 Q3	$2.33M	Buy	12,205 +531	+5%	+$100K	0.16%	152
2024 Q2	$2.31M	Sell	11,674 -2,210	-16%	-$416K	0.18%	147
2024 Q1	$2.65M	Sell	13,884 -5,048	-27%	-$932K	0.22%	125
2023 Q4	$3.32M	Sell	18,932 -27,547	-59%	-$4.29M	0.31%	97
2023 Q3	$6.75M	Sell	46,479 -672	-1%	-$99.9K	0.7%	39
2023 Q2	$6.94M	Buy	47,151 +1,593	+3%	+$211K	0.73%	40
2023 Q1	$5.95M	Buy	+45,558	New	+$5.46M	0.64%	44

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cyndeo Wealth Partners's QTEC Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 313% in Q2 2026, buying an estimated $1.54M and bringing the position to 7,099 shares worth $2.38M. The position accounts for 0.11% of the portfolio, ranked #173.

Cyndeo Wealth Partners first reported a position in QTEC in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.94M in Q2 2023. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

Cyndeo Wealth Partners held 7,099 shares of First Trust NASDAQ-100 Technology Index Fund worth $2.38M as of Q2 2026.
Cyndeo Wealth Partners bought 5,382 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $1.54M.
First Trust NASDAQ-100 Technology Index Fund made up 0.11% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #173 holding.
Cyndeo Wealth Partners first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2023 and has held it in 14 quarters since.
Cyndeo Wealth Partners's First Trust NASDAQ-100 Technology Index Fund position peaked at $6.94M in Q2 2023.
449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.