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Kingsbury Capital Investment Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Kingsbury Capital Investment 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
2022
Q3 		$401K Sell
3,825
-1,084
-22% -$132K 0.61% 36
2022
Q2 		$562K Sell
4,909
-16,824
-77% -$2.16M 0.77% 29
2022
Q1 		$3.31M Buy
+21,733
New +$3.31M 3.65% 8

Other funds holding QTEC

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Kingsbury Capital Investment Advisors's QTEC Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 22% in Q3 2022, selling an estimated $132K and leaving 3,825 shares worth $401K. The position accounts for 0.61% of the portfolio, ranked #36.

Kingsbury Capital Investment Advisors first reported a position in QTEC in Q1 2022 and has held it in 3 quarters since. The position peaked at $3.31M in Q1 2022. 236 funds tracked by Wall St. Rank hold QTEC as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 3,825 shares of First Trust NASDAQ-100 Technology Index Fund worth $401K as of Q3 2022.
  • Kingsbury Capital Investment Advisors sold 1,084 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2022, an estimated $132K.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.61% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #36 holding.
  • Kingsbury Capital Investment Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $3.31M in Q1 2022.
  • 236 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.