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Stephens Consulting’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Stephens Consulting’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
2022
Q4 		– Sell
-971
Closed -$102K – 542
2022
Q3 		$102K Hold
971
– – 0.09% 99
2022
Q2 		$111K Sell
971
-483
-33% -$62K 0.09% 92
2022
Q1 		$222K Hold
1,454
– – 0.18% 72
2021
Q4 		$255K Buy
+1,454
New +$248K 0.21% 81

Other funds holding QTEC

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stephens Consulting's QTEC Position: Q4 2022 in Review

Stephens Consulting sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2022, closing a stake of 971 shares — an estimated $102K sold.

Stephens Consulting first reported a position in QTEC in Q4 2021 and held it in 4 quarters. The position peaked at $255K in Q4 2021. 228 funds tracked by Wall St. Rank hold QTEC as of Q4 2022.

  • Stephens Consulting reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 971 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2022, an estimated $102K.
  • Stephens Consulting first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2021 and held it in 4 quarters.
  • Stephens Consulting's First Trust NASDAQ-100 Technology Index Fund position peaked at $255K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.