JA
QTEC icon

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

JOYN 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
2018
Q4 		– Sell
-203
Closed -$16K – 1856
2018
Q3 		$16K Buy
+203
New +$16.1K ﹤0.01% 777

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JOYN Advisors's QTEC Position: Q4 2018 in Review

JOYN Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2018, closing a stake of 203 shares — an estimated $16K sold.

JOYN Advisors first reported a position in QTEC in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 172 funds tracked by Wall St. Rank hold QTEC as of Q4 2018.

  • JOYN Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 203 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2018, an estimated $16K.
  • JOYN Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2018 and held it in 1 quarter.
  • JOYN Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $16K in Q3 2018.
  • 172 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.