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Legacy Capital Group California’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-1,248
Closed -$238K – 333
2024
Q1 		$238K Buy
+1,248
New +$230K 0.09% 267

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Legacy Capital Group California's QTEC Position: Q2 2024 in Review

Legacy Capital Group California sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2024, closing a stake of 1,248 shares — an estimated $238K sold.

Legacy Capital Group California first reported a position in QTEC in Q1 2024 and held it in 1 quarter. The position peaked at $238K in Q1 2024. 338 funds tracked by Wall St. Rank hold QTEC as of Q2 2024.

  • Legacy Capital Group California reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 1,248 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2024, an estimated $238K.
  • Legacy Capital Group California first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Group California's First Trust NASDAQ-100 Technology Index Fund position peaked at $238K in Q1 2024.
  • 338 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.