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

Plotkin Financial 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
2026
Q1 		$2.09M Sell
9,663
-309
-3% -$70.7K 1.05% 22
2025
Q4 		$2.3M Sell
9,972
-48
-0.5% -$11.2K 1.12% 21
2025
Q3 		$2.3M Buy
10,020
+18
+0.2% +$3.9K 1.14% 21
2025
Q2 		$2.13M Hold
10,002
– – 1.17% 20
2025
Q1 		$1.74M Sell
10,002
-47
-0.5% -$9.03K 1.07% 21
2024
Q4 		$1.89M Sell
10,049
-406
-4% -$79K 1.12% 20
2024
Q3 		$2M Sell
10,455
-867
-8% -$164K 1.2% 20
2024
Q2 		$2.24M Sell
11,322
-53
-0.5% -$9.98K 1.44% 20
2024
Q1 		$2.17M Buy
11,375
+7,483
+192% +$1.38M 1.44% 19
2023
Q4 		$683K Buy
3,892
+165
+4% +$25.7K 0.52% 32
2023
Q3 		$541K Hold
3,727
– – 0.48% 35
2023
Q2 		$548K Hold
3,727
– – 0.46% 37
2023
Q1 		$486K Sell
3,727
-41
-1% -$4.91K 0.45% 39
2022
Q4 		$397K Sell
3,768
-967
-20% -$104K 0.4% 41
2022
Q3 		$497K Hold
4,735
– – 0.5% 35
2022
Q2 		$542K Hold
4,735
– – 0.52% 34
2022
Q1 		$722K Buy
4,735
+41
+0.9% +$6.25K 0.5% 33
2021
Q4 		$822K Sell
4,694
-4,671
-50% -$798K 0.52% 34
2021
Q3 		$1.48M Buy
9,365
+1,350
+17% +$219K 0.88% 28
2021
Q2 		$1.27M Sell
8,015
-551
-6% -$82K 0.71% 35
2021
Q1 		$1.24M Sell
8,566
-41,119
-83% -$5.91M 0.76% 32
2020
Q4 		$6.86M Buy
49,685
+16,325
+49% +$2.09M 4.53% 6
2020
Q3 		$3.91M Sell
33,360
-22,861
-41% -$2.64M 4.3% 6
2020
Q2 		$6.13M Buy
56,221
+9,323
+20% +$918K 5.21% 6
2020
Q1 		$3.96M Buy
46,898
+1,144
+3% +$111K 4.81% 6
2019
Q4 		$4.58M Buy
+45,754
New +$4.26M 4.26% 7

Other funds holding QTEC

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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Plotkin Financial Advisors's QTEC Position: Q1 2026 in Review

Plotkin Financial Advisors reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 3.1% in Q1 2026, selling an estimated $70.7K and leaving 9,663 shares worth $2.09M. The position accounts for 1.05% of the portfolio, ranked #22.

Plotkin Financial Advisors first reported a position in QTEC in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.86M in Q4 2020. 362 funds tracked by Wall St. Rank hold QTEC as of Q1 2026.

  • Plotkin Financial Advisors held 9,663 shares of First Trust NASDAQ-100 Technology Index Fund worth $2.09M as of Q1 2026.
  • Plotkin Financial Advisors sold 309 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2026, an estimated $70.7K.
  • First Trust NASDAQ-100 Technology Index Fund made up 1.05% of Plotkin Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • Plotkin Financial Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2019 and has held it in 26 quarters since.
  • Plotkin Financial Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $6.86M in Q4 2020.
  • 362 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.