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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
Q2 		$211K Buy
+630
New +$180K 0.11% 208

Other funds holding QTEC

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optivise Advisory Services's QTEC Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2026: 630 shares worth $211K. The stake represents 0.11% of the portfolio and ranks #208 among its holdings.

137 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

  • Optivise Advisory Services held 630 shares of First Trust NASDAQ-100 Technology Index Fund worth $211K as of Q2 2026.
  • First Trust NASDAQ-100 Technology Index Fund was a new Optivise Advisory Services position in Q2 2026.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #208 holding.
  • 137 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.