O'Donnell Financial Services’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

O'Donnell Financial Services’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
2025 Q1	–	Sell	-11,198	Closed	-$2.08M	–	51
2024 Q4	$2.08M	Sell	11,198 -5,476	-33%	-$1.07M	0.87%	17
2024 Q3	$3.19M	Sell	16,674 -58,072	-78%	-$11M	1.3%	17
2024 Q2	$14.8M	Buy	74,746 +11,379	+18%	+$2.14M	6.56%	7
2024 Q1	$12.1M	Buy	63,367 +9,989	+19%	+$1.84M	5.53%	8
2023 Q4	$9.37M	Buy	+53,378	New	+$8.32M	4.7%	9

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

O'Donnell Financial Services's QTEC Position: Q1 2025 in Review

O'Donnell Financial Services sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2025, closing a stake of 11,198 shares — an estimated $2.08M sold.

O'Donnell Financial Services first reported a position in QTEC in Q4 2023 and held it in 5 quarters. The position peaked at $14.8M in Q2 2024. 339 funds tracked by Wall St. Rank hold QTEC as of Q1 2025.

O'Donnell Financial Services reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2025 after selling out during the quarter.
O'Donnell Financial Services sold 11,198 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2025, an estimated $2.08M.
O'Donnell Financial Services first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2023 and held it in 5 quarters.
O'Donnell Financial Services's First Trust NASDAQ-100 Technology Index Fund position peaked at $14.8M in Q2 2024.
339 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2025.

Based on O'Donnell Financial Services's 13F filing for Q1 2025, filed 5 May 2025.