LMKC
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L.M. Kohn & Company’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

L.M. Kohn & Company’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
2024
Q3 		– Sell
-1,053
Closed -$208K – 304
2024
Q2 		$208K Buy
+1,053
New +$198K 0.06% 249

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

L.M. Kohn & Company's QTEC Position: Q3 2024 in Review

L.M. Kohn & Company sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2024, closing a stake of 1,053 shares — an estimated $208K sold.

L.M. Kohn & Company first reported a position in QTEC in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 331 funds tracked by Wall St. Rank hold QTEC as of Q3 2024.

  • L.M. Kohn & Company reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 1,053 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2024, an estimated $208K.
  • L.M. Kohn & Company first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's First Trust NASDAQ-100 Technology Index Fund position peaked at $208K in Q2 2024.
  • 331 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.