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Independent Financial Group’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Independent Financial Group’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
Q2 		$3.73M Sell
11,143
-3,674
-25% -$1.05M 0.07% 282
2026
Q1 		$3.2M Sell
14,817
-1,333
-8% -$305K 0.07% 282
2025
Q4 		$3.72M Buy
16,150
+2,164
+15% +$504K 0.08% 222
2025
Q3 		$3.21M Sell
13,986
-951
-6% -$206K 0.08% 246
2025
Q2 		$3.18M Sell
14,937
-4,172
-22% -$780K 0.09% 224
2025
Q1 		$3.32M Sell
19,109
-17,376
-48% -$3.34M 0.11% 180
2024
Q4 		$6.87M Sell
36,485
-7,717
-17% -$1.5M 0.23% 82
2024
Q3 		$8.46M Sell
44,202
-1,231
-3% -$232K 0.31% 54
2024
Q2 		$8.97M Sell
45,433
-2,628
-5% -$495K 0.36% 46
2024
Q1 		$9.16M Buy
48,061
+11
+0% +$2.03K 0.42% 36
2023
Q4 		$8.43M Buy
48,050
+5,486
+13% +$855K 0.45% 31
2023
Q3 		$6.18M Buy
42,564
+1,647
+4% +$245K 0.4% 38
2023
Q2 		$6.02M Buy
40,917
+11,962
+41% +$1.59M 0.42% 39
2023
Q1 		$3.78M Buy
28,955
+6,032
+26% +$723K 0.3% 70
2022
Q4 		$2.41M Sell
22,923
-285
-1% -$30.7K 0.21% 99
2022
Q3 		$2.43M Buy
23,208
+649
+3% +$78.9K 0.22% 88
2022
Q2 		$2.58M Sell
22,559
-74
-0.3% -$9.5K 0.28% 78
2022
Q1 		$3.45M Sell
22,633
-2,815
-11% -$429K 0.28% 67
2021
Q4 		$4.46M Buy
25,448
+8,217
+48% +$1.4M 0.37% 39
2021
Q3 		$2.72M Buy
17,231
+3,068
+22% +$498K 0.28% 79
2021
Q2 		$2.25M Sell
14,163
-430
-3% -$64K 0.24% 96
2021
Q1 		$2.1M Sell
14,593
-1,566
-10% -$225K 0.27% 87
2020
Q4 		$2.23M Buy
16,159
+436
+3% +$55.7K 0.33% 70
2020
Q3 		$1.84M Sell
15,723
-7,443
-32% -$859K 0.35% 64
2020
Q2 		$2.53M Buy
23,166
+546
+2% +$53.8K 0.56% 31
2020
Q1 		$1.91M Buy
+22,620
New +$2.19M 0.56% 36

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group's QTEC Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 25% in Q2 2026, selling an estimated $1.05M and leaving 11,143 shares worth $3.73M. The position accounts for 0.07% of the portfolio, ranked #282.

Independent Financial Group first reported a position in QTEC in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.16M in Q1 2024. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

  • Independent Financial Group held 11,143 shares of First Trust NASDAQ-100 Technology Index Fund worth $3.73M as of Q2 2026.
  • Independent Financial Group sold 3,674 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $1.05M.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #282 holding.
  • Independent Financial Group first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's First Trust NASDAQ-100 Technology Index Fund position peaked at $9.16M in Q1 2024.
  • 449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.