Moisand Fitzgerald Tamayo’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q1	–	Sell	-62	Closed	-$6.53K	–	809
2022 Q4	$6.53K	Hold	62	–	–	﹤0.01%	368
2022 Q3	$7K	Hold	62	–	–	﹤0.01%	327
2022 Q2	$7K	Buy	+62	New	+$7.96K	﹤0.01%	301
2022 Q1	–	Sell	-62	Closed	-$11K	–	619
2021 Q4	$11K	Hold	62	–	–	﹤0.01%	248
2021 Q3	$10K	Hold	62	–	–	﹤0.01%	251
2021 Q2	$10K	Hold	62	–	–	﹤0.01%	266
2021 Q1	$9K	Hold	62	–	–	﹤0.01%	224
2020 Q4	$9K	Hold	62	–	–	﹤0.01%	224
2020 Q3	$7K	Buy	+62	New	+$7.16K	﹤0.01%	221

Other funds holding QTEC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Moisand Fitzgerald Tamayo's QTEC Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2023, closing a stake of 62 shares — an estimated $6.53K sold.

Moisand Fitzgerald Tamayo first reported a position in QTEC in Q3 2020 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 231 funds tracked by Wall St. Rank hold QTEC as of Q1 2023.

Moisand Fitzgerald Tamayo reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 62 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2023, an estimated $6.53K.
Moisand Fitzgerald Tamayo first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2020 and held it in 9 quarters.
Moisand Fitzgerald Tamayo's First Trust NASDAQ-100 Technology Index Fund position peaked at $11K in Q4 2021.
231 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.