Jim Simons’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Jim Simons’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	–	Sell	-6,500	Closed	-$1.5M	–	3603
2025 Q4	$1.5M	Buy	+6,500	New	+$1.52M	﹤0.01%	2049
2025 Q2	–	Sell	-2,500	Closed	-$434K	–	3826
2025 Q1	$434K	Buy	2,500 +300	+14%	+$57.6K	﹤0.01%	2797
2024 Q4	$414K	Buy	+2,200	New	+$428K	﹤0.01%	2928
2024 Q2	–	Sell	-1,600	Closed	-$305K	–	3878
2024 Q1	$305K	Buy	1,600 +200	+14%	+$36.9K	﹤0.01%	3084
2023 Q4	$246K	Buy	+1,400	New	+$218K	﹤0.01%	3065
2023 Q3	–	Sell	-1,800	Closed	-$265K	–	4020
2023 Q2	$265K	Buy	+1,800	New	+$239K	﹤0.01%	3181
2022 Q1	–	Sell	-1,500	Closed	-$263K	–	4384
2021 Q4	$263K	Sell	1,500 -3,800	-72%	-$649K	﹤0.01%	3403
2021 Q3	$836K	Buy	+5,300	New	+$861K	﹤0.01%	2646
2020 Q3	–	Sell	-5,500	Closed	-$600K	–	3629
2020 Q2	$600K	Buy	+5,500	New	+$542K	﹤0.01%	2804
2020 Q1	–	Sell	-4,400	Closed	-$440K	–	3725
2019 Q4	$440K	Buy	4,400 +1,500	+52%	+$140K	﹤0.01%	2950
2019 Q3	$254K	Buy	+2,900	New	+$254K	﹤0.01%	3082
2019 Q1	–	Sell	-3,500	Closed	-$238K	–	3650
2018 Q4	$238K	Buy	3,500 +400	+13%	+$28.8K	﹤0.01%	3091
2018 Q3	$246K	Buy	+3,100	New	+$247K	﹤0.01%	3082

Other funds holding QTEC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Jim Simons's QTEC Position: Q1 2026 in Review

Jim Simons sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2026, closing a stake of 6,500 shares — an estimated $1.5M sold.

Jim Simons first reported a position in QTEC in Q3 2018 and held it in 13 quarters. The position peaked at $1.5M in Q4 2025. 363 funds tracked by Wall St. Rank hold QTEC as of Q1 2026.

Jim Simons reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 6,500 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2026, an estimated $1.5M.
Jim Simons first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2018 and held it in 13 quarters.
Jim Simons's First Trust NASDAQ-100 Technology Index Fund position peaked at $1.5M in Q4 2025.
363 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.