Hobart Private Capital’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Hobart Private Capital’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	-3,792	Closed	-$288K	–	138
2018 Q1	$288K	Sell	3,792 -159	-4%	-$12.2K	0.25%	93
2017 Q4	$284K	Buy	+3,951	New	+$285K	0.25%	95

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Hobart Private Capital's QTEC Position: Q2 2018 in Review

Hobart Private Capital sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2018, closing a stake of 3,792 shares — an estimated $288K sold.

Hobart Private Capital first reported a position in QTEC in Q4 2017 and held it in 2 quarters. The position peaked at $288K in Q1 2018. 163 funds tracked by Wall St. Rank hold QTEC as of Q2 2018.

Hobart Private Capital reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2018 after selling out during the quarter.
Hobart Private Capital sold 3,792 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2018, an estimated $288K.
Hobart Private Capital first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2017 and held it in 2 quarters.
Hobart Private Capital's First Trust NASDAQ-100 Technology Index Fund position peaked at $288K in Q1 2018.
163 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2018.

Based on Hobart Private Capital's 13F filing for Q2 2018, filed 11 Mar 2024.