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

Edge 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
2014 Q4	–	Sell	-161	Closed	-$7K	–	431
2014 Q3	$7K	Buy	+161	New	+$6.56K	﹤0.01%	330

Other funds holding QTEC

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

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

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

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

RJA

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

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Edge Wealth Management's QTEC Position: Q4 2014 in Review

Edge Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2014, closing a stake of 161 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in QTEC in Q3 2014 and held it in 1 quarter. The position peaked at $7K in Q3 2014. 55 funds tracked by Wall St. Rank hold QTEC as of Q4 2014.

Edge Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2014 after selling out during the quarter.
Edge Wealth Management sold 161 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2014, an estimated $7K.
Edge Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2014 and held it in 1 quarter.
Edge Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $7K in Q3 2014.
55 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2014.

Based on Edge Wealth Management's 13F filing for Q4 2014, filed 12 Jan 2015.