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PRW Wealth Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-612
Closed -$51K – 527
2019
Q1 		$51K Hold
612
– – 0.05% 135
2018
Q4 		$41K Buy
+612
New +$44.1K 0.05% 153

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

PRW Wealth Management's QTEC Position: Q2 2019 in Review

PRW Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2019, closing a stake of 612 shares — an estimated $51K sold.

PRW Wealth Management first reported a position in QTEC in Q4 2018 and held it in 2 quarters. The position peaked at $51K in Q1 2019. 191 funds tracked by Wall St. Rank hold QTEC as of Q2 2019.

  • PRW Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 612 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2019, an estimated $51K.
  • PRW Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $51K in Q1 2019.
  • 191 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.