Cypress Wealth Services’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Cypress Wealth Services’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
2021 Q2	–	Sell	-3,251	Closed	-$469K	–	302
2021 Q1	$469K	Sell	3,251 -110	-3%	-$15.8K	0.1%	159
2020 Q4	$464K	Buy	+3,361	New	+$429K	0.1%	158
2020 Q3	–	Sell	-10,682	Closed	-$1.23M	–	445
2020 Q2	$1.17M	Buy	10,682 +2,804	+36%	+$276K	0.28%	86
2020 Q1	$666K	Buy	+7,878	New	+$764K	0.2%	108

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cypress Wealth Services's QTEC Position: Q2 2021 in Review

Cypress Wealth Services sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2021, closing a stake of 3,251 shares — an estimated $469K sold.

Cypress Wealth Services first reported a position in QTEC in Q1 2020 and held it in 4 quarters. The position peaked at $1.17M in Q2 2020. 251 funds tracked by Wall St. Rank hold QTEC as of Q2 2021.

Cypress Wealth Services reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 3,251 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2021, an estimated $469K.
Cypress Wealth Services first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2020 and held it in 4 quarters.
Cypress Wealth Services's First Trust NASDAQ-100 Technology Index Fund position peaked at $1.17M in Q2 2020.
251 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.