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Legend Financial Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Legend Financial 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
2025
Q3 		– Sell
-94
Closed -$20K – 134
2025
Q2 		$20K Buy
+94
New +$17.6K 0.01% 85
2025
Q1 		– Sell
-94
Closed -$17.7K – 200
2024
Q4 		$17.7K Hold
94
– – 0.01% 90
2024
Q3 		$18K Hold
94
– – 0.01% 79
2024
Q2 		$18.6K Hold
94
– – 0.01% 103
2024
Q1 		$17.9K Hold
94
– – 0.01% 97
2023
Q4 		$16.5K Hold
94
– – 0.01% 98
2023
Q3 		$13.7K Hold
94
– – 0.01% 116
2023
Q2 		$13.8K Hold
94
– – 0.01% 126
2023
Q1 		$12.3K Hold
94
– – 0.01% 139
2022
Q4 		$9.89K Hold
94
– – 0.01% 167
2022
Q3 		$9.86K Buy
+94
New +$11.4K 0.01% 147

Other funds holding QTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Legend Financial Advisors's QTEC Position: Q3 2025 in Review

Legend Financial Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2025, closing a stake of 94 shares — an estimated $20K sold.

Legend Financial Advisors first reported a position in QTEC in Q3 2022 and held it in 11 quarters. The position peaked at $20K in Q2 2025. 355 funds tracked by Wall St. Rank hold QTEC as of Q3 2025.

  • Legend Financial Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 94 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2025, an estimated $20K.
  • Legend Financial Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $20K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.