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

Meridian 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
2020 Q1	–	Sell	-2,306	Closed	-$230K	–	241
2019 Q4	$230K	Buy	+2,306	New	+$215K	0.11%	181
2018 Q4	–	Sell	-2,865	Closed	-$227K	–	185
2018 Q3	$227K	Buy	2,865 +210	+8%	+$16.7K	0.1%	151
2018 Q2	$205K	Sell	2,655 -300	-10%	-$23.4K	0.1%	177
2018 Q1	$225K	Buy	+2,955	New	+$227K	0.11%	159

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

TIM

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

Meridian Wealth Management's QTEC Position: Q1 2020 in Review

Meridian Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2020, closing a stake of 2,306 shares — an estimated $230K sold.

Meridian Wealth Management first reported a position in QTEC in Q1 2018 and held it in 4 quarters. The position peaked at $230K in Q4 2019. 198 funds tracked by Wall St. Rank hold QTEC as of Q1 2020.

Meridian Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2020 after selling out during the quarter.
Meridian Wealth Management sold 2,306 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2020, an estimated $230K.
Meridian Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2018 and held it in 4 quarters.
Meridian Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $230K in Q4 2019.
198 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2020.

Based on Meridian Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.