Security National Trust’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Security National Trust’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
2021 Q3	$37K	Hold	234	–	–	0.01%	282
2021 Q2	$37K	Hold	234	–	–	0.01%	290
2021 Q1	$34K	Hold	234	–	–	0.01%	293
2020 Q4	$32K	Hold	234	–	–	0.01%	288
2020 Q3	$27K	Hold	234	–	–	0.01%	291
2020 Q2	$26K	Hold	234	–	–	0.01%	296
2020 Q1	$20K	Hold	234	–	–	0.01%	310
2019 Q4	$23K	Buy	+234	New	+$21.8K	0.01%	310

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Security National Trust's QTEC Position: Q3 2021 in Review

Security National Trust held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q3 2021 at 234 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #282.

Security National Trust first reported a position in QTEC in Q4 2019 and has held it in 8 quarters since. 262 funds tracked by Wall St. Rank hold QTEC as of Q3 2021.

Security National Trust held 234 shares of First Trust NASDAQ-100 Technology Index Fund worth $37K as of Q3 2021.
Security National Trust left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q3 2021.
First Trust NASDAQ-100 Technology Index Fund made up 0.01% of Security National Trust's portfolio in Q3 2021, its #282 holding.
Security National Trust first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2019 and has held it in 8 quarters since.
262 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.