JIP
QTEC icon

Jaffetilchin Investment Partners’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		– Sell
-8,989
Closed -$1.58M – 389
2023
Q4 		$1.58M Buy
+8,989
New +$1.4M 0.15% 98

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jaffetilchin Investment Partners's QTEC Position: Q1 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2024, closing a stake of 8,989 shares — an estimated $1.58M sold.

Jaffetilchin Investment Partners first reported a position in QTEC in Q4 2023 and held it in 1 quarter. The position peaked at $1.58M in Q4 2023. 324 funds tracked by Wall St. Rank hold QTEC as of Q1 2024.

  • Jaffetilchin Investment Partners reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 8,989 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2024, an estimated $1.58M.
  • Jaffetilchin Investment Partners first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2023 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's First Trust NASDAQ-100 Technology Index Fund position peaked at $1.58M in Q4 2023.
  • 324 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2024, filed 16 May 2024.