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

Evelyn Partners Investment 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
2026
Q1 		$37.8K Hold
175
– – ﹤0.01% 297
2025
Q4 		$40.3K Buy
+175
New +$40.8K ﹤0.01% 294

Other funds holding QTEC

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Evelyn Partners Investment Management held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q1 2026 at 175 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Evelyn Partners Investment Management first reported a position in QTEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $40.3K in Q4 2025. 363 funds tracked by Wall St. Rank hold QTEC as of Q1 2026.

  • Evelyn Partners Investment Management held 175 shares of First Trust NASDAQ-100 Technology Index Fund worth $37.8K as of Q1 2026.
  • Evelyn Partners Investment Management left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q1 2026.
  • First Trust NASDAQ-100 Technology Index Fund made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #297 holding.
  • Evelyn Partners Investment Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2025 and has held it in 2 quarters since.
  • Evelyn Partners Investment Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $40.3K in Q4 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's 13F filing for Q1 2026, filed 15 May 2026.