Stone House Investment Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Stone House Investment 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
2019 Q4	–	Sell	-6,161	Closed	-$539K	–	44
2019 Q3	$539K	Buy	6,161 +169	+3%	+$14.8K	0.27%	35
2019 Q2	$512K	Sell	5,992 -3,618	-38%	-$305K	0.27%	33
2019 Q1	$792K	Buy	9,610 +883	+10%	+$68.2K	0.41%	33
2018 Q4	$594K	Buy	8,727 +1,931	+28%	+$139K	0.38%	33
2018 Q3	$539K	Buy	+6,796	New	+$540K	0.31%	36

Other funds holding QTEC

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Stone House Investment Management's QTEC Position: Q4 2019 in Review

Stone House Investment Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2019, closing a stake of 6,161 shares — an estimated $539K sold.

Stone House Investment Management first reported a position in QTEC in Q3 2018 and held it in 5 quarters. The position peaked at $792K in Q1 2019. 227 funds tracked by Wall St. Rank hold QTEC as of Q4 2019.

Stone House Investment Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2019 after selling out during the quarter.
Stone House Investment Management sold 6,161 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2019, an estimated $539K.
Stone House Investment Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2018 and held it in 5 quarters.
Stone House Investment Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $792K in Q1 2019.
227 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2019.

Based on Stone House Investment Management's 13F filing for Q4 2019, filed 7 Jan 2020.