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First Personal Financial Services’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

First Personal Financial Services’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
2018
Q2 		– Sell
-665
Closed -$51K – 879
2018
Q1 		$51K Buy
+665
New +$51.1K 0.01% 429

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UBS Group
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RJA
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Bank of America
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LPL Financial
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PVH
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Personal Financial Services's QTEC Position: Q2 2018 in Review

First Personal Financial Services sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2018, closing a stake of 665 shares — an estimated $51K sold.

First Personal Financial Services first reported a position in QTEC in Q1 2018 and held it in 1 quarter. The position peaked at $51K in Q1 2018. 163 funds tracked by Wall St. Rank hold QTEC as of Q2 2018.

  • First Personal Financial Services reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 665 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2018, an estimated $51K.
  • First Personal Financial Services first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2018 and held it in 1 quarter.
  • First Personal Financial Services's First Trust NASDAQ-100 Technology Index Fund position peaked at $51K in Q1 2018.
  • 163 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.