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San Luis Wealth Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-25
Closed -$4K – 342
2022
Q1 		$4K Buy
+25
New +$3.81K ﹤0.01% 415

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Osaic Holdings
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

San Luis Wealth Advisors's QTEC Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2022, closing a stake of 25 shares — an estimated $4K sold.

San Luis Wealth Advisors first reported a position in QTEC in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 255 funds tracked by Wall St. Rank hold QTEC as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 25 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2022, an estimated $4K.
  • San Luis Wealth Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $4K in Q1 2022.
  • 255 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.