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IBEX Wealth Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

IBEX Wealth Advisors’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
2021
Q4 		– Sell
-73
Closed -$12K – 372
2021
Q3 		$12K Buy
+73
New +$11.9K ﹤0.01% 351
2019
Q3 		– Sell
-38
Closed -$3K – 324
2019
Q2 		$3K Buy
+38
New +$3.2K ﹤0.01% 391

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 $530B AUM 22.01% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IBEX Wealth Advisors's QTEC Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2021, closing a stake of 73 shares — an estimated $12K sold.

IBEX Wealth Advisors first reported a position in QTEC in Q2 2019 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 295 funds tracked by Wall St. Rank hold QTEC as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 73 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2021, an estimated $12K.
  • IBEX Wealth Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $12K in Q3 2021.
  • 295 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.