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

Realta 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
2026
Q3 		$848K Buy
+2,572
New +$806K 0.25% 98
2025
Q2 		– Sell
-3,251
Closed -$564K – 332
2025
Q1 		$564K Buy
3,251
+410
+14% +$78.8K 0.26% 96
2024
Q4 		$548K Buy
2,841
+413
+17% +$80.4K 0.22% 97
2024
Q3 		$485K Sell
2,428
-533
-18% -$101K 0.22% 110
2024
Q2 		$585K Sell
2,961
-651
-18% -$123K 0.11% 201
2024
Q1 		$689K Buy
3,612
+400
+12% +$73.8K 0.14% 167
2023
Q4 		$564K Buy
+3,212
New +$500K 0.13% 201
2022
Q2 		– Sell
-4,353
Closed -$664K – 431
2022
Q1 		$664K Buy
4,353
+155
+4% +$23.6K 0.13% 169
2021
Q4 		$735K Hold
4,198
– – 0.16% 151
2021
Q3 		$662K Buy
4,198
+50
+1% +$8.12K 0.16% 161
2021
Q2 		$660K Buy
4,148
+434
+12% +$64.6K 0.16% 163
2021
Q1 		$536K Sell
3,714
-1,368
-27% -$197K 0.14% 188
2020
Q4 		$702K Buy
5,082
+100
+2% +$12.8K 0.2% 117
2020
Q3 		$584K Buy
4,982
+225
+5% +$26K 0.2% 128
2020
Q2 		$519K Hold
4,757
– – 0.17% 160
2020
Q1 		$402K Sell
4,757
-122
-3% -$11.8K 0.17% 160
2019
Q4 		$466K Buy
4,879
+883
+22% +$82.3K 0.13% 196
2019
Q3 		$348K Hold
3,996
– – 0.09% 229
2019
Q2 		$340K Buy
3,996
+1,781
+80% +$150K 0.09% 234
2019
Q1 		$184K Buy
+2,215
New +$171K 0.08% 284

Other funds holding QTEC

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
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

Realta Investment Advisors's QTEC Position: Q3 2026 in Review

Realta Investment Advisors opened a new position in First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2026: 2,572 shares worth $848K. The stake represents 0.25% of the portfolio and ranks #98 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in QTEC as recently as Q1 2025.

Realta Investment Advisors first reported a position in QTEC in Q1 2019 and has held it in 20 quarters since. 63 funds tracked by Wall St. Rank hold QTEC as of Q3 2026.

  • Realta Investment Advisors held 2,572 shares of First Trust NASDAQ-100 Technology Index Fund worth $848K as of Q3 2026.
  • First Trust NASDAQ-100 Technology Index Fund was a new Realta Investment Advisors position in Q3 2026.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.25% of Realta Investment Advisors's portfolio in Q3 2026, its #98 holding.
  • Realta Investment Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2019 and has held it in 20 quarters since.
  • 63 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.