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Paces Ferry Wealth Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-837
Closed -$98K – 875
2020
Q3 		$98K Buy
+837
New +$96.7K 0.09% 161

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Paces Ferry Wealth Advisors's QTEC Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2020, closing a stake of 837 shares — an estimated $98K sold.

Paces Ferry Wealth Advisors first reported a position in QTEC in Q3 2020 and held it in 1 quarter. The position peaked at $98K in Q3 2020. 243 funds tracked by Wall St. Rank hold QTEC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 837 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2020, an estimated $98K.
  • Paces Ferry Wealth Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $98K in Q3 2020.
  • 243 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.