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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Moneta Group Investment Advisors's QTEC Position: Q1 2026 in Review

Moneta Group Investment Advisors held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q1 2026 at 1,043 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Moneta Group Investment Advisors first reported a position in QTEC in Q2 2023 and has held it in 10 quarters since. The position peaked at $256K in Q3 2025. 362 funds tracked by Wall St. Rank hold QTEC as of Q1 2026.

Moneta Group Investment Advisors held 1,043 shares of First Trust NASDAQ-100 Technology Index Fund worth $225K as of Q1 2026.
Moneta Group Investment Advisors left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q1 2026.
First Trust NASDAQ-100 Technology Index Fund made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #732 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 10 quarters since.
Moneta Group Investment Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $256K in Q3 2025.
362 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.