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Howe & Rusling’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Howe & Rusling’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
2019
Q4 		– Sell
-30
Closed -$3K – 870
2019
Q3 		$3K Buy
+30
New +$2.63K ﹤0.01% 637

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Howe & Rusling's QTEC Position: Q4 2019 in Review

Howe & Rusling sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2019, closing a stake of 30 shares — an estimated $3K sold.

Howe & Rusling first reported a position in QTEC in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 227 funds tracked by Wall St. Rank hold QTEC as of Q4 2019.

  • Howe & Rusling reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2019 after selling out during the quarter.
  • Howe & Rusling sold 30 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2019, an estimated $3K.
  • Howe & Rusling first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2019 and held it in 1 quarter.
  • Howe & Rusling's First Trust NASDAQ-100 Technology Index Fund position peaked at $3K in Q3 2019.
  • 227 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2019.

Based on Howe & Rusling's 13F filing for Q4 2019, filed 5 Feb 2020.