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RE Dickinson Investment Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

RE Dickinson Investment 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
2023
Q4 		– Sell
-180
Closed -$26K – 268
2023
Q3 		$26K Buy
+180
New +$26.8K 0.02% 110

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RE Dickinson Investment Advisors's QTEC Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2023, closing a stake of 180 shares — an estimated $26K sold.

RE Dickinson Investment Advisors first reported a position in QTEC in Q3 2023 and held it in 1 quarter. The position peaked at $26K in Q3 2023. 319 funds tracked by Wall St. Rank hold QTEC as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 180 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2023, an estimated $26K.
  • RE Dickinson Investment Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2023 and held it in 1 quarter.
  • RE Dickinson Investment Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $26K in Q3 2023.
  • 319 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.