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Pekin Hardy Strauss’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Pekin Hardy Strauss’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
2015
Q1 		– Sell
-56,627
Closed -$2.48M – 222
2014
Q4 		$2.48M Buy
+56,627
New +$2.39M 0.36% 56

Other funds holding QTEC

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return

Pekin Hardy Strauss's QTEC Position: Q1 2015 in Review

Pekin Hardy Strauss sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2015, closing a stake of 56,627 shares — an estimated $2.48M sold.

Pekin Hardy Strauss first reported a position in QTEC in Q4 2014 and held it in 1 quarter. The position peaked at $2.48M in Q4 2014. 49 funds tracked by Wall St. Rank hold QTEC as of Q1 2015.

  • Pekin Hardy Strauss reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2015 after selling out during the quarter.
  • Pekin Hardy Strauss sold 56,627 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2015, an estimated $2.48M.
  • Pekin Hardy Strauss first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2014 and held it in 1 quarter.
  • Pekin Hardy Strauss's First Trust NASDAQ-100 Technology Index Fund position peaked at $2.48M in Q4 2014.
  • 49 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2015.

Based on Pekin Hardy Strauss's 13F filing for Q1 2015, filed 11 May 2015.