Moneta Group Investment Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Moneta Group Investment Advisors’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	$303K	Sell	904 -139	-13%	-$39.8K	﹤0.01%	696
2026 Q1	$225K	Hold	1,043	–	–	﹤0.01%	732
2025 Q4	$240K	Sell	1,043 -74	-7%	-$17.3K	﹤0.01%	703
2025 Q3	$256K	Buy	1,117 +61	+6%	+$13.2K	﹤0.01%	665
2025 Q2	$225K	Buy	+1,056	New	+$198K	﹤0.01%	637
2025 Q1	–	Sell	-1,237	Closed	-$233K	–	699
2024 Q4	$233K	Sell	1,237 -57	-4%	-$11.1K	﹤0.01%	596
2024 Q3	$247K	Hold	1,294	–	–	﹤0.01%	570
2024 Q2	$255K	Hold	1,294	–	–	﹤0.01%	523
2024 Q1	$247K	Hold	1,294	–	–	﹤0.01%	532
2023 Q4	$227K	Buy	+1,294	New	+$202K	﹤0.01%	504
2023 Q3	–	Sell	-1,386	Closed	-$204K	–	554
2023 Q2	$204K	Buy	+1,386	New	+$184K	﹤0.01%	514

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

Moneta Group Investment Advisors's QTEC Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 13% in Q2 2026, selling an estimated $39.8K and leaving 904 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Moneta Group Investment Advisors first reported a position in QTEC in Q2 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

Moneta Group Investment Advisors held 904 shares of First Trust NASDAQ-100 Technology Index Fund worth $303K as of Q2 2026.
Moneta Group Investment Advisors sold 139 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $39.8K.
First Trust NASDAQ-100 Technology Index Fund made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #696 holding.
Moneta Group Investment Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2023 and has held it in 11 quarters since.
449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.