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

Modern 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
2026 Q2	$894K	Buy	2,672 +229	+9%	+$65.6K	0.01%	544
2026 Q1	$535K	Buy	2,443 +42	+2%	+$9.61K	0.01%	560
2025 Q4	$553K	Sell	2,401 -10	-0.4%	-$2.33K	0.01%	512
2025 Q3	$554K	Hold	2,411	–	–	0.01%	487
2025 Q2	$513K	Buy	2,411 +71	+3%	+$13.3K	0.01%	472
2025 Q1	$406K	Sell	2,340 -219	-9%	-$42.1K	0.01%	462
2024 Q4	$482K	Buy	+2,559	New	+$498K	0.02%	370

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

Modern Wealth Management's QTEC Position: Q2 2026 in Review

Modern Wealth Management increased its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 9.4% in Q2 2026, buying an estimated $65.6K and bringing the position to 2,672 shares worth $894K. The position accounts for 0.01% of the portfolio, ranked #544.

Modern Wealth Management first reported a position in QTEC in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

Modern Wealth Management held 2,672 shares of First Trust NASDAQ-100 Technology Index Fund worth $894K as of Q2 2026.
Modern Wealth Management bought 229 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $65.6K.
First Trust NASDAQ-100 Technology Index Fund made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #544 holding.
Modern Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2024 and has held it in 7 quarters since.
449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.