McKinley Carter Wealth Services’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

McKinley Carter Wealth 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
2026 Q2	$1.68M	Sell	5,028 -106	-2%	-$30.4K	0.09%	134
2026 Q1	$1.11M	Sell	5,134 -33	-0.6%	-$7.55K	0.06%	160
2025 Q4	$1.19M	Hold	5,167	–	–	0.07%	161
2025 Q3	$1.19M	Hold	5,167	–	–	0.06%	160
2025 Q2	$1.1M	Hold	5,167	–	–	0.06%	161
2025 Q1	$897K	Hold	5,167	–	–	0.06%	169
2024 Q4	$973K	Sell	5,167 -478	-8%	-$93K	0.06%	158
2024 Q3	$1.08M	Hold	5,645	–	–	0.07%	153
2024 Q2	$1.11M	Hold	5,645	–	–	0.07%	151
2024 Q1	$1.08M	Hold	5,645	–	–	0.07%	150
2023 Q4	$991K	Sell	5,645 -351	-6%	-$54.7K	0.07%	148
2023 Q3	$871K	Hold	5,996	–	–	0.07%	154
2023 Q2	$882K	Hold	5,996	–	–	0.07%	154
2023 Q1	$783K	Hold	5,996	–	–	0.06%	168
2022 Q4	$631K	Sell	5,996 -450	-7%	-$48.5K	0.05%	180
2022 Q3	$676K	Hold	6,446	–	–	0.06%	159
2022 Q2	$737K	Hold	6,446	–	–	0.07%	162
2022 Q1	$983K	Hold	6,446	–	–	0.08%	147
2021 Q4	$1.13M	Sell	6,446 -170	-3%	-$29K	0.08%	141
2021 Q3	$1.04M	Hold	6,616	–	–	0.09%	139
2021 Q2	$1.05M	Hold	6,616	–	–	0.09%	140
2021 Q1	$954K	Sell	6,616 -300	-4%	-$43.1K	0.08%	146
2020 Q4	$955K	Buy	+6,916	New	+$884K	0.13%	131

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

McKinley Carter Wealth Services's QTEC Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 2.1% in Q2 2026, selling an estimated $30.4K and leaving 5,028 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #134.

McKinley Carter Wealth Services first reported a position in QTEC in Q4 2020 and has held it in 23 quarters since. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

McKinley Carter Wealth Services held 5,028 shares of First Trust NASDAQ-100 Technology Index Fund worth $1.68M as of Q2 2026.
McKinley Carter Wealth Services sold 106 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $30.4K.
First Trust NASDAQ-100 Technology Index Fund made up 0.09% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #134 holding.
McKinley Carter Wealth Services first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2020 and has held it in 23 quarters since.
449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.