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Johanson Financial Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Johanson Financial Advisors’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
2020
Q1 		– Sell
-16,778
Closed -$167K – 205
2019
Q4 		$167K Buy
+16,778
New +$1.56M 0.01% 250

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Johanson Financial Advisors's QTEC Position: Q1 2020 in Review

Johanson Financial Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2020, closing a stake of 16,778 shares — an estimated $167K sold.

Johanson Financial Advisors first reported a position in QTEC in Q4 2019 and held it in 1 quarter. The position peaked at $167K in Q4 2019. 198 funds tracked by Wall St. Rank hold QTEC as of Q1 2020.

  • Johanson Financial Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 16,778 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2020, an estimated $167K.
  • Johanson Financial Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $167K in Q4 2019.
  • 198 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.