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

OneDigital 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 		$3.77M Buy
17,467
+131
+0.8% +$30K 0.04% 325
2025
Q4 		$3.99M Sell
17,336
-515
-3% -$120K 0.04% 309
2025
Q3 		$4.1M Sell
17,851
-202
-1% -$43.8K 0.04% 278
2025
Q2 		$3.84M Buy
18,053
+4
+0% +$748 0.04% 281
2025
Q1 		$3.13M Sell
18,049
-14,692
-45% -$2.82M 0.04% 307
2024
Q4 		$6.16M Sell
32,741
-17,194
-34% -$3.35M 0.07% 205
2024
Q3 		$9.55M Sell
49,935
-1,421
-3% -$268K 0.11% 159
2024
Q2 		$10.1M Sell
51,356
-1,760
-3% -$331K 0.13% 139
2024
Q1 		$10.1M Buy
53,116
+3,558
+7% +$657K 0.16% 122
2023
Q4 		$8.7M Sell
49,558
-1,146
-2% -$179K 0.15% 132
2023
Q3 		$7.37M Buy
50,704
+212
+0.4% +$31.5K 0.16% 120
2023
Q2 		$7.43M Sell
50,492
-1,991
-4% -$264K 0.16% 113
2023
Q1 		$6.85M Buy
52,483
+468
+0.9% +$56.1K 0.16% 118
2022
Q4 		$5.47M Sell
52,015
-1,079
-2% -$116K 0.16% 123
2022
Q3 		$5.57M Sell
53,094
-1,019
-2% -$124K 0.21% 77
2022
Q2 		$6.19M Sell
54,113
-671
-1% -$86.2K 0.27% 57
2022
Q1 		$8.35M Buy
54,784
+123
+0.2% +$18.7K 0.32% 49
2021
Q4 		$9.57M Buy
54,661
+1,083
+2% +$185K 0.34% 48
2021
Q3 		$8.46M Buy
53,578
+713
+1% +$116K 0.34% 50
2021
Q2 		$8.41M Buy
52,865
+1,610
+3% +$240K 0.35% 49
2021
Q1 		$7.39M Sell
51,255
-4,598
-8% -$661K 0.35% 53
2020
Q4 		$7.71M Sell
55,853
-1,824
-3% -$233K 0.4% 48
2020
Q3 		$6.76M Sell
57,677
-7,044
-11% -$813K 0.47% 46
2020
Q2 		$7.06M Sell
64,721
-1,396
-2% -$138K 0.51% 40
2020
Q1 		$5.59M Sell
66,117
-4,788
-7% -$464K 0.5% 44
2019
Q4 		$7.1M Buy
70,905
+1,675
+2% +$156K 0.56% 35
2019
Q3 		$6.06M Buy
69,230
+214
+0.3% +$18.7K 0.54% 37
2019
Q2 		$5.9M Buy
69,016
+2,735
+4% +$231K 0.46% 39
2019
Q1 		$5.46M Buy
66,281
+8,258
+14% +$637K 0.8% 24
2018
Q4 		$3.95M Buy
58,023
+57,726
+19,436% +$4.16M 0.67% 32
2018
Q3 		$24K Sell
297
-234
-44% -$18.6K 0.01% 609
2018
Q2 		$41K Buy
531
+367
+224% +$28.6K 0.01% 561
2018
Q1 		$12K Buy
+164
New +$12.6K ﹤0.01% 988

Other funds holding QTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

OneDigital Investment Advisors's QTEC Position: Q1 2026 in Review

OneDigital Investment Advisors increased its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 0.76% in Q1 2026, buying an estimated $30K and bringing the position to 17,467 shares worth $3.77M. The position accounts for 0.04% of the portfolio, ranked #325.

OneDigital Investment Advisors first reported a position in QTEC in Q1 2018 and has held it in 33 quarters since. The position peaked at $10.1M in Q2 2024. 363 funds tracked by Wall St. Rank hold QTEC as of Q1 2026.

  • OneDigital Investment Advisors held 17,467 shares of First Trust NASDAQ-100 Technology Index Fund worth $3.77M as of Q1 2026.
  • OneDigital Investment Advisors bought 131 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2026, an estimated $30K.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.04% of OneDigital Investment Advisors's portfolio in Q1 2026, its #325 holding.
  • OneDigital Investment Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2018 and has held it in 33 quarters since.
  • OneDigital Investment Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $10.1M in Q2 2024.
  • 363 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.