Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-1,056
Closed -$225K – 1469
2025
Q2 		$225K Buy
+1,056
New +$198K ﹤0.01% 1239

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Kovitz Investment Group Partners's QTEC Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2025, closing a stake of 1,056 shares — an estimated $225K sold.

Kovitz Investment Group Partners first reported a position in QTEC in Q2 2025 and held it in 1 quarter. The position peaked at $225K in Q2 2025. 355 funds tracked by Wall St. Rank hold QTEC as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,056 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2025, an estimated $225K.
  • Kovitz Investment Group Partners first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's First Trust NASDAQ-100 Technology Index Fund position peaked at $225K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.