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Secure Asset Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Secure Asset 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
2025
Q1 		– Sell
-7,868
Closed -$1.48M – 356
2024
Q4 		$1.48M Buy
7,868
+331
+4% +$64.4K 0.22% 109
2024
Q3 		$1.44M Buy
7,537
+1,647
+28% +$311K 0.24% 104
2024
Q2 		$1.16M Buy
5,890
+4,809
+445% +$906K 0.22% 110
2024
Q1 		$206K Buy
+1,081
New +$200K 0.05% 224
2022
Q3 		– Sell
-2,117
Closed -$242K – 171
2022
Q2 		$242K Hold
2,117
– – 0.13% 131
2022
Q1 		$323K Sell
2,117
-9,857
-82% -$1.5M 0.15% 135
2021
Q4 		$2.1M Sell
11,974
-15,015
-56% -$2.56M 0.85% 19
2021
Q3 		$4.26M Sell
26,989
-2,915
-10% -$473K 2.1% 7
2021
Q2 		$4.76M Sell
29,904
-1,690
-5% -$252K 2.41% 6
2021
Q1 		$4.56M Sell
31,594
-2,842
-8% -$409K 2.53% 7
2020
Q4 		$4.75M Sell
34,436
-686
-2% -$87.7K 2.8% 6
2020
Q3 		$4.12M Sell
35,122
-2,111
-6% -$244K 2.82% 6
2020
Q2 		$4.06M Sell
37,233
-217
-0.6% -$21.4K 2.86% 5
2020
Q1 		$3.17M Sell
37,450
-3,168
-8% -$307K 3.41% 5
2019
Q4 		$4.07M Buy
+40,618
New +$3.78M 2.87% 7

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Secure Asset Management's QTEC Position: Q1 2025 in Review

Secure Asset Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2025, closing a stake of 7,868 shares — an estimated $1.48M sold.

Secure Asset Management first reported a position in QTEC in Q4 2019 and held it in 15 quarters. The position peaked at $4.76M in Q2 2021. 339 funds tracked by Wall St. Rank hold QTEC as of Q1 2025.

  • Secure Asset Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2025 after selling out during the quarter.
  • Secure Asset Management sold 7,868 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2025, an estimated $1.48M.
  • Secure Asset Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2019 and held it in 15 quarters.
  • Secure Asset Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $4.76M in Q2 2021.
  • 339 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.