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Spire Wealth Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Spire Wealth 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
2026
Q2 		$276K Sell
825
-95
-10% -$27.2K 0.01% 694
2026
Q1 		$199K Buy
920
+47
+5% +$10.7K 0.01% 774
2025
Q4 		$201K Sell
873
-14
-2% -$3.26K 0.01% 788
2025
Q3 		$204K Sell
887
-39
-4% -$8.45K 0.01% 778
2025
Q2 		$197K Hold
926
– – 0.01% 768
2025
Q1 		$161K Sell
926
-2
-0.2% -$384 0.01% 875
2024
Q4 		$175K Buy
928
+129
+16% +$25.1K 0.01% 862
2024
Q3 		$153K Hold
799
– – 0.01% 797
2024
Q2 		$158K Hold
799
– – 0.01% 773
2024
Q1 		$152K Buy
799
+10
+1% +$1.85K ﹤0.01% 861
2023
Q4 		$143K Sell
789
-100
-11% -$15.6K ﹤0.01% 877
2023
Q3 		$129K Buy
889
+213
+32% +$31.7K ﹤0.01% 854
2023
Q2 		$99.5K Buy
676
+489
+261% +$64.9K ﹤0.01% 971
2023
Q1 		$24.4K Buy
187
+111
+146% +$13.3K ﹤0.01% 1541
2022
Q4 		$8K Sell
76
-518
-87% -$55.8K ﹤0.01% 1708
2022
Q3 		$62K Sell
594
-674
-53% -$82K ﹤0.01% 875
2022
Q2 		$145K Sell
1,268
-2,845
-69% -$365K 0.01% 881
2022
Q1 		$636K Buy
4,113
+3,278
+393% +$500K 0.02% 503
2021
Q4 		$146K Buy
835
+19
+2% +$3.25K ﹤0.01% 1243
2021
Q3 		$129K Sell
816
-690
-46% -$112K ﹤0.01% 1102
2021
Q2 		$240K Sell
1,506
-3,775
-71% -$562K 0.01% 871
2021
Q1 		$803K Buy
+5,281
New +$759K 0.02% 515

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spire Wealth Management's QTEC Position: Q2 2026 in Review

Spire Wealth Management reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 10% in Q2 2026, selling an estimated $27.2K and leaving 825 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #694.

Spire Wealth Management first reported a position in QTEC in Q1 2021 and has held it in 22 quarters since. The position peaked at $803K in Q1 2021. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

  • Spire Wealth Management held 825 shares of First Trust NASDAQ-100 Technology Index Fund worth $276K as of Q2 2026.
  • Spire Wealth Management sold 95 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $27.2K.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #694 holding.
  • Spire Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $803K in Q1 2021.
  • 449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.