Insigneo Advisory Services’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Insigneo Advisory Services’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 Q4	–	Sell	-1,242	Closed	-$238K	–	678
2024 Q3	$238K	Sell	1,242 -593	-32%	-$112K	0.02%	507
2024 Q2	$312K	Sell	1,835 -447	-20%	-$84.2K	0.04%	399
2024 Q1	$435K	Sell	2,282 -218	-9%	-$40.2K	0.05%	295
2023 Q4	$439K	Buy	2,500 +213	+9%	+$33.2K	0.06%	262
2023 Q3	$332K	Sell	2,287 -575	-20%	-$85.5K	0.07%	265
2023 Q2	$421K	Buy	+2,862	New	+$380K	0.08%	224
2023 Q1	–	Sell	-4,070	Closed	-$428K	–	292
2022 Q4	$428K	Buy	+4,070	New	+$438K	0.16%	141

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Insigneo Advisory Services's QTEC Position: Q4 2024 in Review

Insigneo Advisory Services sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2024, closing a stake of 1,242 shares — an estimated $238K sold.

Insigneo Advisory Services first reported a position in QTEC in Q4 2022 and held it in 7 quarters. The position peaked at $439K in Q4 2023. 348 funds tracked by Wall St. Rank hold QTEC as of Q4 2024.

Insigneo Advisory Services reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2024 after selling out during the quarter.
Insigneo Advisory Services sold 1,242 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2024, an estimated $238K.
Insigneo Advisory Services first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2022 and held it in 7 quarters.
Insigneo Advisory Services's First Trust NASDAQ-100 Technology Index Fund position peaked at $439K in Q4 2023.
348 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.