EP Wealth Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
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|
2025
Q1 | $13.8M | Sell |
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|
2024
Q4 | $15M | Sell |
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|
2024
Q3 | $15.3M | Buy |
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|
2024
Q2 | $415K | Sell |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $307K | Sell |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $376K | Sell |
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|
2020
Q3 | $390K | Sell |
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|
2020
Q2 | $456K | Sell |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $597K | Sell |
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|
2019
Q3 | $765K | Sell |
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $1.38M | Sell |
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|
2018
Q4 | $1.52M | Sell |
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|
2018
Q3 | $1.91M | Sell |
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|
2018
Q2 | $2.27M | Sell |
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|
2018
Q1 | $2.39M | Sell |
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|
2017
Q4 | $2.64M | Sell |
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|
2017
Q3 | $2.98M | Sell |
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|
2017
Q2 | $3.4M | Buy |
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