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Maxwell Wealth Strategies’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$393K Hold
2,085
– – 0.16% 88
2024
Q3 		$396K Hold
2,085
– – 0.17% 84
2024
Q2 		$412K Hold
2,085
– – 0.2% 81
2024
Q1 		$389K Hold
2,085
– – 0.2% 85
2023
Q4 		$366K Buy
+2,085
New +$325K 0.24% 72

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Maxwell Wealth Strategies's QTEC Position: Q4 2024 in Review

Maxwell Wealth Strategies held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q4 2024 at 2,085 shares worth $393K. The position accounts for 0.16% of the portfolio, ranked #88.

Maxwell Wealth Strategies first reported a position in QTEC in Q4 2023 and has held it in 5 quarters since. The position peaked at $412K in Q2 2024. 348 funds tracked by Wall St. Rank hold QTEC as of Q4 2024.

  • Maxwell Wealth Strategies held 2,085 shares of First Trust NASDAQ-100 Technology Index Fund worth $393K as of Q4 2024.
  • Maxwell Wealth Strategies left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q4 2024.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.16% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #88 holding.
  • Maxwell Wealth Strategies first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's First Trust NASDAQ-100 Technology Index Fund position peaked at $412K in Q2 2024.
  • 348 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.