Simplicity Solutions’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-4,526	Closed	-$625K	–	858
2020 Q4	$625K	Buy	4,526 +796	+21%	+$102K	0.01%	647
2020 Q3	$437K	Buy	+3,730	New	+$431K	0.01%	658
2020 Q1	–	Sell	-5,711	Closed	-$572K	–	869
2019 Q4	$572K	Buy	+5,711	New	+$532K	0.02%	511

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Simplicity Solutions's QTEC Position: Q1 2021 in Review

Simplicity Solutions sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2021, closing a stake of 4,526 shares — an estimated $625K sold.

Simplicity Solutions first reported a position in QTEC in Q4 2019 and held it in 3 quarters. The position peaked at $625K in Q4 2020. 256 funds tracked by Wall St. Rank hold QTEC as of Q1 2021.

Simplicity Solutions reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 4,526 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2021, an estimated $625K.
Simplicity Solutions first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2019 and held it in 3 quarters.
Simplicity Solutions's First Trust NASDAQ-100 Technology Index Fund position peaked at $625K in Q4 2020.
256 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.