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Mattern Wealth Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Mattern Wealth Management’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
Q2 		– Sell
-1,525
Closed -$233K – 159
2022
Q1 		$233K Sell
1,525
-16,728
-92% -$2.55M 0.08% 145
2021
Q4 		$3.2M Buy
+18,253
New +$3.12M 0.94% 31

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
UBS Group
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Mattern Wealth Management's QTEC Position: Q2 2022 in Review

Mattern Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2022, closing a stake of 1,525 shares — an estimated $233K sold.

Mattern Wealth Management first reported a position in QTEC in Q4 2021 and held it in 2 quarters. The position peaked at $3.2M in Q4 2021. 255 funds tracked by Wall St. Rank hold QTEC as of Q2 2022.

  • Mattern Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2022 after selling out during the quarter.
  • Mattern Wealth Management sold 1,525 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2022, an estimated $233K.
  • Mattern Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2021 and held it in 2 quarters.
  • Mattern Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $3.2M in Q4 2021.
  • 255 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2022.

Based on Mattern Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.