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

Financial Advocates 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
2025
Q2 		– Sell
-3,096
Closed -$537K – 734
2025
Q1 		$537K Buy
3,096
+140
+5% +$26.9K 0.04% 407
2024
Q4 		$557K Buy
2,956
+10
+0.3% +$1.95K 0.03% 421
2024
Q3 		$564K Sell
2,946
-625
-18% -$118K 0.03% 430
2024
Q2 		$705K Buy
3,571
+1,245
+54% +$234K 0.04% 363
2024
Q1 		$444K Sell
2,326
-153
-6% -$28.2K 0.03% 481
2023
Q4 		$435K Buy
2,479
+960
+63% +$150K 0.03% 458
2023
Q3 		$221K Sell
1,519
-12
-0.8% -$1.78K 0.02% 625
2023
Q2 		$225K Sell
1,531
-226
-13% -$30K 0.02% 609
2023
Q1 		$229K Sell
1,757
-885
-33% -$106K 0.02% 639
2022
Q4 		$278K Buy
+2,642
New +$284K 0.02% 580
2022
Q3 		– Sell
-2,192
Closed -$251K – 815
2022
Q2 		$251K Sell
2,192
-717
-25% -$92.1K 0.02% 558
2022
Q1 		$444K Sell
2,909
-9,922
-77% -$1.51M 0.03% 473
2021
Q4 		$2.25M Sell
12,831
-10,215
-44% -$1.74M 0.14% 175
2021
Q3 		$3.64M Buy
23,046
+273
+1% +$44.3K 0.25% 108
2021
Q2 		$3.62M Buy
22,773
+10,651
+88% +$1.59M 0.24% 100
2021
Q1 		$1.75M Sell
12,122
-5,644
-32% -$812K 0.12% 196
2020
Q4 		$2.45M Sell
17,766
-24
-0.1% -$3.07K 0.17% 141
2020
Q3 		$2.08M Buy
17,790
+11,850
+199% +$1.37M 0.18% 119
2020
Q2 		$648K Buy
+5,940
New +$585K 0.06% 317
2020
Q1 		– Sell
-17,302
Closed -$1.73M – 533
2019
Q4 		$1.73M Buy
17,302
+753
+5% +$70.2K 0.18% 137
2019
Q3 		$1.45M Buy
16,549
+25
+0.2% +$2.19K 0.17% 140
2019
Q2 		$1.41M Buy
16,524
+523
+3% +$44.1K 0.16% 147
2019
Q1 		$1.32M Buy
16,001
+310
+2% +$23.9K 0.16% 146
2018
Q4 		$1.07M Buy
15,691
+362
+2% +$26.1K 0.15% 159
2018
Q3 		$1.22M Buy
15,329
+1,275
+9% +$101K 0.14% 163
2018
Q2 		$1.09M Buy
14,054
+414
+3% +$32.2K 0.13% 160
2018
Q1 		$1.04M Buy
13,640
+408
+3% +$31.4K 0.13% 155
2017
Q4 		$952K Buy
+13,232
New +$954K 0.13% 169

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 $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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Financial Advocates Investment Management's QTEC Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2025, closing a stake of 3,096 shares — an estimated $537K sold.

Financial Advocates Investment Management first reported a position in QTEC in Q4 2017 and held it in 28 quarters. The position peaked at $3.64M in Q3 2021. 353 funds tracked by Wall St. Rank hold QTEC as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,096 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2025, an estimated $537K.
  • Financial Advocates Investment Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2017 and held it in 28 quarters.
  • Financial Advocates Investment Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $3.64M in Q3 2021.
  • 353 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.