LifePlan Financial Group’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

LifePlan Financial Group’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
2020 Q3	$858K	Hold	7,319	–	–	0.37%	55
2020 Q2	$798K	Hold	7,319	–	–	0.36%	54
2020 Q1	$619K	Hold	7,319	–	–	0.34%	60
2019 Q4	$733K	Sell	7,319 -533	-7%	-$49.7K	0.33%	60
2019 Q3	$687K	Sell	7,852 -401	-5%	-$35.1K	0.32%	58
2019 Q2	$706K	Buy	8,253 +128	+2%	+$10.8K	0.34%	55
2019 Q1	$669K	Hold	8,125	–	–	0.36%	52
2018 Q4	$553K	Sell	8,125 -81	-1%	-$5.83K	0.35%	52
2018 Q3	$651K	Hold	8,206	–	–	0.35%	52
2018 Q2	$632K	Hold	8,206	–	–	0.35%	51
2018 Q1	$624K	Sell	8,206 -701	-8%	-$53.9K	0.36%	52
2017 Q4	$607K	Hold	8,907	–	–	0.39%	50
2017 Q3	$607K	Hold	8,907	–	–	0.39%	50
2017 Q2	$556K	Sell	8,907 -2,738	-24%	-$172K	0.38%	54
2017 Q1	$700K	Sell	11,645 -19,578	-63%	-$1.13M	0.49%	48
2016 Q4	$1.64M	Buy	+31,223	New	+$1.61M	1.16%	31

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MIH

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

LifePlan Financial Group's QTEC Position: Q3 2020 in Review

LifePlan Financial Group held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q3 2020 at 7,319 shares worth $858K. The position accounts for 0.37% of the portfolio, ranked #55.

LifePlan Financial Group first reported a position in QTEC in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.64M in Q4 2016. 223 funds tracked by Wall St. Rank hold QTEC as of Q3 2020.

LifePlan Financial Group held 7,319 shares of First Trust NASDAQ-100 Technology Index Fund worth $858K as of Q3 2020.
LifePlan Financial Group left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q3 2020.
First Trust NASDAQ-100 Technology Index Fund made up 0.37% of LifePlan Financial Group's portfolio in Q3 2020, its #55 holding.
LifePlan Financial Group first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2016 and has held it in 16 quarters since.
LifePlan Financial Group's First Trust NASDAQ-100 Technology Index Fund position peaked at $1.64M in Q4 2016.
223 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.