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

ICA Group 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
2024 Q2	–	Sell	-200	Closed	-$38.1K	–	1193
2024 Q1	$38.1K	Hold	200	–	–	0.01%	618
2023 Q4	$35.1K	Buy	+200	New	+$31.2K	0.01%	592
2023 Q3	–	Sell	-200	Closed	-$29.4K	–	980
2023 Q2	$29.4K	Hold	200	–	–	0.01%	608
2023 Q1	$26.1K	Hold	200	–	–	0.01%	617
2022 Q4	$21K	Buy	+200	New	+$21.5K	﹤0.01%	679

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

ICA Group Wealth Management's QTEC Position: Q2 2024 in Review

ICA Group Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2024, closing a stake of 200 shares — an estimated $38.1K sold.

ICA Group Wealth Management first reported a position in QTEC in Q4 2022 and held it in 5 quarters. The position peaked at $38.1K in Q1 2024. 338 funds tracked by Wall St. Rank hold QTEC as of Q2 2024.

ICA Group Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 200 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2024, an estimated $38.1K.
ICA Group Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $38.1K in Q1 2024.
338 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.