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Private Client Services’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Private Client 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
Q3 		– Sell
-710
Closed -$238K – 256
2026
Q2 		$238K Buy
+710
New +$203K 0.06% 202

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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Client Services's QTEC Position: Q3 2026 in Review

Private Client Services sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2026, closing a stake of 710 shares — an estimated $238K sold.

Private Client Services first reported a position in QTEC in Q2 2026 and held it in 1 quarter. The position peaked at $238K in Q2 2026. 63 funds tracked by Wall St. Rank hold QTEC as of Q3 2026.

  • Private Client Services reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2026 after selling out during the quarter.
  • Private Client Services sold 710 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2026, an estimated $238K.
  • Private Client Services first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2026 and held it in 1 quarter.
  • Private Client Services's First Trust NASDAQ-100 Technology Index Fund position peaked at $238K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.