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Independent Advisor Alliance’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Independent Advisor Alliance’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
2026
Q1 		$8.03M Buy
+37,194
New +$8.51M 0.09% 213
2025
Q1 		– Sell
-27,885
Closed -$5.25M – 1234
2024
Q4 		$5.25M Buy
+27,885
New +$5.43M 0.07% 259
2022
Q4 		– Sell
-16,940
Closed -$1.78M – 584
2022
Q3 		$1.78M Buy
16,940
+439
+3% +$53.4K 0.1% 186
2022
Q2 		$1.89M Buy
16,501
+2,663
+19% +$342K 0.11% 172
2022
Q1 		$2.11M Buy
13,838
+3,956
+40% +$603K 0.1% 178
2021
Q4 		$1.73M Buy
9,882
+676
+7% +$115K 0.09% 183
2021
Q3 		$1.45M Sell
9,206
-91
-1% -$14.8K 0.08% 200
2021
Q2 		$1.48M Buy
9,297
+126
+1% +$18.8K 0.08% 203
2021
Q1 		$1.32M Buy
9,171
+313
+4% +$45K 0.08% 208
2020
Q4 		$1.22M Buy
8,858
+666
+8% +$85.1K 0.08% 182
2020
Q3 		$952K Buy
8,192
+49
+0.6% +$5.66K 0.07% 194
2020
Q2 		$960K Buy
+8,143
New +$802K 0.1% 162
2020
Q1 		– Sell
-26,451
Closed -$2.65M – 753
2019
Q4 		$2.65M Buy
+26,451
New +$2.46M 0.12% 194
2017
Q2 		– Sell
-17,562
Closed -$1.05M – 365
2017
Q1 		$1.05M Buy
+17,562
New +$1.01M 0.17% 155

Other funds holding QTEC

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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's QTEC Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2026: 37,194 shares worth $8.03M. The stake represents 0.09% of the portfolio and ranks #213 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in QTEC as recently as Q4 2024.

Independent Advisor Alliance first reported a position in QTEC in Q1 2017 and has held it in 14 quarters since. 362 funds tracked by Wall St. Rank hold QTEC as of Q1 2026.

  • Independent Advisor Alliance held 37,194 shares of First Trust NASDAQ-100 Technology Index Fund worth $8.03M as of Q1 2026.
  • First Trust NASDAQ-100 Technology Index Fund was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.09% of Independent Advisor Alliance's portfolio in Q1 2026, its #213 holding.
  • Independent Advisor Alliance first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2017 and has held it in 14 quarters since.
  • 362 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.