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Lake Point Wealth Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Lake Point Wealth Management’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
2019
Q2 		$10K Hold
112
– – ﹤0.01% 330
2019
Q1 		$10K Buy
+112
New +$8.64K ﹤0.01% 330

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Lake Point Wealth Management's QTEC Position: Q2 2019 in Review

Lake Point Wealth Management held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q2 2019 at 112 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Lake Point Wealth Management first reported a position in QTEC in Q1 2019 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold QTEC as of Q2 2019.

  • Lake Point Wealth Management held 112 shares of First Trust NASDAQ-100 Technology Index Fund worth $10K as of Q2 2019.
  • Lake Point Wealth Management left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q2 2019.
  • First Trust NASDAQ-100 Technology Index Fund made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #330 holding.
  • Lake Point Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2019 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.