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

Highland Private 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
2018
Q2 		– Sell
-11,710
Closed -$890K – 141
2018
Q1 		$890K Buy
+11,710
New +$900K 0.55% 49

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Highland Private Wealth Management's QTEC Position: Q2 2018 in Review

Highland Private Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2018, closing a stake of 11,710 shares — an estimated $890K sold.

Highland Private Wealth Management first reported a position in QTEC in Q1 2018 and held it in 1 quarter. The position peaked at $890K in Q1 2018. 163 funds tracked by Wall St. Rank hold QTEC as of Q2 2018.

  • Highland Private Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 11,710 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2018, an estimated $890K.
  • Highland Private Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $890K in Q1 2018.
  • 163 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.