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Phoenix Financial’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Phoenix Financial’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
2022
Q2 		– Sell
-11,228
Closed -$1.71M – 419
2022
Q1 		$1.71M Sell
11,228
-23
-0.2% -$3.51K 0.03% 211
2021
Q4 		$1.97M Sell
11,251
-657
-6% -$112K 0.03% 202
2021
Q3 		$1.88M Sell
11,908
-2,716
-19% -$441K 0.03% 217
2021
Q2 		$2.33M Sell
14,624
-73,003
-83% -$10.9M 0.04% 208
2021
Q1 		$12.6M Buy
+87,627
New +$12.6M 0.29% 94

Other funds holding QTEC

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Phoenix Financial's QTEC Position: Q2 2022 in Review

Phoenix Financial sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2022, closing a stake of 11,228 shares — an estimated $1.71M sold.

Phoenix Financial first reported a position in QTEC in Q1 2021 and held it in 5 quarters. The position peaked at $12.6M in Q1 2021. 255 funds tracked by Wall St. Rank hold QTEC as of Q2 2022.

  • Phoenix Financial reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2022 after selling out during the quarter.
  • Phoenix Financial sold 11,228 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2022, an estimated $1.71M.
  • Phoenix Financial first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2021 and held it in 5 quarters.
  • Phoenix Financial's First Trust NASDAQ-100 Technology Index Fund position peaked at $12.6M in Q1 2021.
  • 255 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2022.

Based on Phoenix Financial's 13F filing for Q2 2022, filed 15 Aug 2022.