Optivise Advisory Services
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Optivise Advisory Services’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Optivise Advisory 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
2026
Q3 		$208K Hold
630
– – 0.1% 215
2026
Q2 		$211K Buy
+630
New +$180K 0.11% 208

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Optivise Advisory Services's QTEC Position: Q3 2026 in Review

Optivise Advisory Services held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q3 2026 at 630 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #215.

Optivise Advisory Services first reported a position in QTEC in Q2 2026 and has held it in 2 quarters since. The position peaked at $211K in Q2 2026. 287 funds tracked by Wall St. Rank hold QTEC as of Q3 2026.

  • Optivise Advisory Services held 630 shares of First Trust NASDAQ-100 Technology Index Fund worth $208K as of Q3 2026.
  • Optivise Advisory Services left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q3 2026.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.1% of Optivise Advisory Services's portfolio in Q3 2026, its #215 holding.
  • Optivise Advisory Services first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2026 and has held it in 2 quarters since.
  • Optivise Advisory Services's First Trust NASDAQ-100 Technology Index Fund position peaked at $211K in Q2 2026.
  • 287 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.