Keystone Wealth Services’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Keystone Wealth 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
2026 Q2	$1.03M	Hold	3,068	–	–	0.19%	127
2026 Q1	$663K	Buy	+3,068	New	+$702K	0.14%	161
2025 Q4	–	Sell	-3,068	Closed	-$704K	–	304
2025 Q3	$704K	Hold	3,068	–	–	0.15%	144
2025 Q2	$653K	Hold	3,068	–	–	0.16%	147
2025 Q1	$532K	Buy	3,068 +387	+14%	+$74.4K	0.14%	146
2024 Q4	$505K	Hold	2,681	–	–	0.13%	150
2024 Q3	$513K	Hold	2,681	–	–	0.14%	142
2024 Q2	$529K	Hold	2,681	–	–	0.16%	129
2024 Q1	$511K	Hold	2,681	–	–	0.17%	126
2023 Q4	$470K	Hold	2,681	–	–	0.16%	124
2023 Q3	$389K	Hold	2,681	–	–	0.15%	136
2023 Q2	$395K	Hold	2,681	–	–	0.15%	134
2023 Q1	$350K	Hold	2,681	–	–	0.14%	137
2022 Q4	$282K	Hold	2,681	–	–	0.12%	150
2022 Q3	$281K	Hold	2,681	–	–	0.13%	124
2022 Q2	$307K	Sell	2,681 -461	-15%	-$59.2K	0.14%	121
2022 Q1	$479K	Buy	3,142 +61	+2%	+$9.3K	0.19%	100
2021 Q4	$540K	Buy	+3,081	New	+$526K	0.22%	92

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Keystone Wealth Services's QTEC Position: Q2 2026 in Review

Keystone Wealth Services held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q2 2026 at 3,068 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #127.

Keystone Wealth Services first reported a position in QTEC in Q4 2021 and has held it in 18 quarters since. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

Keystone Wealth Services held 3,068 shares of First Trust NASDAQ-100 Technology Index Fund worth $1.03M as of Q2 2026.
Keystone Wealth Services left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ-100 Technology Index Fund made up 0.19% of Keystone Wealth Services's portfolio in Q2 2026, its #127 holding.
Keystone Wealth Services first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2021 and has held it in 18 quarters since.
449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.