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

SteelPeak Wealth’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
2024
Q3 		– Sell
-5,290
Closed -$1.04M – 594
2024
Q2 		$1.04M Buy
5,290
+1,282
+32% +$241K 0.05% 225
2024
Q1 		$764K Buy
+4,008
New +$740K 0.04% 247

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SteelPeak Wealth's QTEC Position: Q3 2024 in Review

SteelPeak Wealth sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2024, closing a stake of 5,290 shares — an estimated $1.04M sold.

SteelPeak Wealth first reported a position in QTEC in Q1 2024 and held it in 2 quarters. The position peaked at $1.04M in Q2 2024. 331 funds tracked by Wall St. Rank hold QTEC as of Q3 2024.

  • SteelPeak Wealth reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 5,290 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2024, an estimated $1.04M.
  • SteelPeak Wealth first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2024 and held it in 2 quarters.
  • SteelPeak Wealth's First Trust NASDAQ-100 Technology Index Fund position peaked at $1.04M in Q2 2024.
  • 331 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.