Level Four Advisory Services’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Level Four Advisory Services’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
2023 Q3	–	Sell	-4,345	Closed	-$639K	–	835
2023 Q2	$639K	Sell	4,345 -75	-2%	-$9.95K	0.04%	403
2023 Q1	$577K	Buy	+4,420	New	+$530K	0.04%	385

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Level Four Advisory Services's QTEC Position: Q3 2023 in Review

Level Four Advisory Services sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2023, closing a stake of 4,345 shares — an estimated $639K sold.

Level Four Advisory Services first reported a position in QTEC in Q1 2023 and held it in 2 quarters. The position peaked at $639K in Q2 2023. 268 funds tracked by Wall St. Rank hold QTEC as of Q3 2023.

Level Four Advisory Services reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2023 after selling out during the quarter.
Level Four Advisory Services sold 4,345 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2023, an estimated $639K.
Level Four Advisory Services first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2023 and held it in 2 quarters.
Level Four Advisory Services's First Trust NASDAQ-100 Technology Index Fund position peaked at $639K in Q2 2023.
268 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2023.

Based on Level Four Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.