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Equitable Trust’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Equitable Trust’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
Q3 		$857K Hold
2,600
– – 0.04% 247
2026
Q2 		$870K Hold
2,600
– – 0.04% 248
2026
Q1 		$562K Buy
+2,600
New +$595K 0.03% 302

Other funds holding QTEC

RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Equitable Trust's QTEC Position: Q3 2026 in Review

Equitable Trust held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q3 2026 at 2,600 shares worth $857K. The position accounts for 0.04% of the portfolio, ranked #247.

Equitable Trust first reported a position in QTEC in Q1 2026 and has held it in 3 quarters since. The position peaked at $870K in Q2 2026. 74 funds tracked by Wall St. Rank hold QTEC as of Q3 2026.

  • Equitable Trust held 2,600 shares of First Trust NASDAQ-100 Technology Index Fund worth $857K as of Q3 2026.
  • Equitable Trust left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q3 2026.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.04% of Equitable Trust's portfolio in Q3 2026, its #247 holding.
  • Equitable Trust first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2026 and has held it in 3 quarters since.
  • Equitable Trust's First Trust NASDAQ-100 Technology Index Fund position peaked at $870K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.