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

Evoke Wealth’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 		– Sell
-880
Closed -$203K – 747
2025
Q4 		$203K Hold
880
– – ﹤0.01% 639
2025
Q3 		$202K Buy
+880
New +$191K ﹤0.01% 613

Other funds holding QTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 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

Evoke Wealth's QTEC Position: Q1 2026 in Review

Evoke Wealth sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2026, closing a stake of 880 shares — an estimated $203K sold.

Evoke Wealth first reported a position in QTEC in Q3 2025 and held it in 2 quarters. The position peaked at $203K in Q4 2025. 362 funds tracked by Wall St. Rank hold QTEC as of Q1 2026.

  • Evoke Wealth reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 880 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2026, an estimated $203K.
  • Evoke Wealth first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2025 and held it in 2 quarters.
  • Evoke Wealth's First Trust NASDAQ-100 Technology Index Fund position peaked at $203K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.