Evelyn Partners Investment Management (Europe)’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Evelyn Partners Investment Management (Europe)’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 Q1	$766K	Sell	3,547 -170	-5%	-$38.9K	0.26%	50
2025 Q4	$856K	Sell	3,717 -240	-6%	-$55.9K	0.28%	48
2025 Q3	$909K	Sell	3,957 -75	-2%	-$16.3K	0.31%	45
2025 Q2	$858K	Sell	4,032 -183	-4%	-$34.2K	0.31%	47
2025 Q1	$732K	Sell	4,215 -350	-8%	-$67.3K	0.27%	51
2024 Q4	$859K	Buy	+4,565	New	+$888K	0.31%	49

Other funds holding QTEC

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

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

Evelyn Partners Investment Management (Europe)'s QTEC Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 4.6% in Q1 2026, selling an estimated $38.9K and leaving 3,547 shares worth $766K. The position accounts for 0.26% of the portfolio, ranked #50.

Evelyn Partners Investment Management (Europe) first reported a position in QTEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $909K in Q3 2025. 363 funds tracked by Wall St. Rank hold QTEC as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 3,547 shares of First Trust NASDAQ-100 Technology Index Fund worth $766K as of Q1 2026.
Evelyn Partners Investment Management (Europe) sold 170 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2026, an estimated $38.9K.
First Trust NASDAQ-100 Technology Index Fund made up 0.26% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #50 holding.
Evelyn Partners Investment Management (Europe) first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management (Europe)'s First Trust NASDAQ-100 Technology Index Fund position peaked at $909K in Q3 2025.
363 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.