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Northwest Financial Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-82
Closed -$15.7K – 427
2024
Q3 		$15.7K Buy
+82
New +$15.5K 0.01% 353
2024
Q1 		– Sell
-82
Closed -$14.4K – 408
2023
Q4 		$14.4K Buy
+82
New +$12.8K 0.01% 343

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwest Financial Advisors's QTEC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2024, closing a stake of 82 shares — an estimated $15.7K sold.

Northwest Financial Advisors first reported a position in QTEC in Q4 2023 and held it in 2 quarters. The position peaked at $15.7K in Q3 2024. 348 funds tracked by Wall St. Rank hold QTEC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 82 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2024, an estimated $15.7K.
  • Northwest Financial Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $15.7K in Q3 2024.
  • 348 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.