FWA
QTEC icon

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

FOCUS Wealth Advisors’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
2021
Q2 		– Sell
-21,636
Closed -$3.21M – 42
2021
Q1 		$3.21M Sell
21,636
-283
-1% -$40.7K 2.36% 9
2020
Q4 		$3.03M Buy
+21,919
New +$2.8M 2.34% 9

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FOCUS Wealth Advisors's QTEC Position: Q2 2021 in Review

FOCUS Wealth Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2021, closing a stake of 21,636 shares — an estimated $3.21M sold.

FOCUS Wealth Advisors first reported a position in QTEC in Q4 2020 and held it in 2 quarters. The position peaked at $3.21M in Q1 2021. 251 funds tracked by Wall St. Rank hold QTEC as of Q2 2021.

  • FOCUS Wealth Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2021 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 21,636 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2021, an estimated $3.21M.
  • FOCUS Wealth Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2020 and held it in 2 quarters.
  • FOCUS Wealth Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $3.21M in Q1 2021.
  • 251 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2021.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.