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Mariner Independent Advisor Network’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$1.51M Buy
14,428
+426
+3% +$51.8K 0.07% 301
2022
Q2 		$1.7M Sell
14,002
-1,221
-8% -$157K 0.07% 277
2022
Q1 		$2.32M Sell
15,223
-6,259
-29% -$954K 0.09% 230
2021
Q4 		$3.76M Sell
21,482
-2,016
-9% -$344K 0.18% 132
2021
Q3 		$3.71M Buy
23,498
+7
+0% +$1.14K 0.18% 138
2021
Q2 		$3.74M Buy
23,491
+6,017
+34% +$895K 0.17% 151
2021
Q1 		$2.52M Sell
17,474
-43,163
-71% -$6.21M 0.13% 163
2020
Q4 		$8.37M Buy
60,637
+37,634
+164% +$4.81M 0.45% 48
2020
Q3 		$2.7M Buy
23,003
+5,796
+34% +$669K 0.22% 120
2020
Q2 		$1.88M Buy
17,207
+261
+2% +$25.7K 0.17% 142
2020
Q1 		$1.36M Sell
16,946
-989
-6% -$95.9K 0.12% 172
2019
Q4 		$1.79M Buy
17,935
+796
+5% +$74.2K 0.13% 180
2019
Q3 		$1.48M Sell
17,139
-3,202
-16% -$280K 0.11% 199
2019
Q2 		$1.77M Buy
20,341
+2,117
+12% +$178K 0.13% 164
2019
Q1 		$1.53M Sell
18,224
-200
-1% -$15.4K 0.13% 169
2018
Q4 		$1.31M Sell
18,424
-3,325
-15% -$239K 0.12% 189
2018
Q3 		$1.73M Buy
+21,749
New +$1.73M 0.22% 103
2018
Q2 		– Sell
-41,223
Closed -$3.13M – 281
2018
Q1 		$3.13M Buy
41,223
+28,448
+223% +$2.19M 0.19% 108
2017
Q4 		$958K Buy
12,775
+2,333
+22% +$168K 0.1% 184
2017
Q3 		$712K Buy
+10,442
New +$680K 0.12% 107

Other funds holding QTEC

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Mariner Independent Advisor Network's QTEC Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 3% in Q3 2022, buying an estimated $51.8K and bringing the position to 14,428 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #301.

Mariner Independent Advisor Network first reported a position in QTEC in Q3 2017 and has held it in 20 quarters since. The position peaked at $8.37M in Q4 2020. 236 funds tracked by Wall St. Rank hold QTEC as of Q3 2022.

  • Mariner Independent Advisor Network held 14,428 shares of First Trust NASDAQ-100 Technology Index Fund worth $1.51M as of Q3 2022.
  • Mariner Independent Advisor Network bought 426 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2022, an estimated $51.8K.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #301 holding.
  • Mariner Independent Advisor Network first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2017 and has held it in 20 quarters since.
  • Mariner Independent Advisor Network's First Trust NASDAQ-100 Technology Index Fund position peaked at $8.37M in Q4 2020.
  • 236 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.