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

HB 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
2026
Q1 		$237K Hold
1,097
– – ﹤0.01% 1350
2025
Q4 		$253K Hold
1,097
– – ﹤0.01% 1226
2025
Q3 		$252K Hold
1,097
– – ﹤0.01% 1158
2025
Q2 		$233K Sell
1,097
-430
-28% -$80.4K ﹤0.01% 1048
2025
Q1 		$265K Hold
1,527
– – ﹤0.01% 1015
2024
Q4 		$288K Buy
1,527
+430
+39% +$83.7K ﹤0.01% 829
2024
Q3 		$210K Sell
1,097
-188
-15% -$35.5K ﹤0.01% 876
2024
Q2 		$254K Buy
1,285
+188
+17% +$35.4K ﹤0.01% 769
2024
Q1 		$209K Buy
+1,097
New +$203K ﹤0.01% 786
2022
Q2 		– Sell
-1,353
Closed -$206K – 609
2022
Q1 		$206K Sell
1,353
-20
-1% -$3.05K ﹤0.01% 562
2021
Q4 		$240K Buy
+1,373
New +$234K ﹤0.01% 445

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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B 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 $564B 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 $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return