Guided Capital Wealth Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Guided Capital Wealth 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 Q4	–	Sell	-12,639	Closed	-$2.9M	–	42
2025 Q3	$2.9M	Sell	12,639 -20,721	-62%	-$4.49M	2.49%	13
2025 Q2	$7.1M	Sell	33,360 -252	-0.7%	-$47.1K	5.47%	5
2025 Q1	$5.83M	Buy	33,612 +10,160	+43%	+$1.95M	4.87%	11
2024 Q4	$4.42M	Buy	+23,452	New	+$4.56M	4.05%	10

Other funds holding QTEC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Guided Capital Wealth Management's QTEC Position: Q4 2025 in Review

Guided Capital Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2025, closing a stake of 12,639 shares — an estimated $2.9M sold.

Guided Capital Wealth Management first reported a position in QTEC in Q4 2024 and held it in 4 quarters. The position peaked at $7.1M in Q2 2025. 373 funds tracked by Wall St. Rank hold QTEC as of Q4 2025.

Guided Capital Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2025 after selling out during the quarter.
Guided Capital Wealth Management sold 12,639 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2025, an estimated $2.9M.
Guided Capital Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2024 and held it in 4 quarters.
Guided Capital Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $7.1M in Q2 2025.
373 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2025.

Based on Guided Capital Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.