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

Strategic Wealth Partners’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
2018
Q3 		– Sell
-74
Closed -$6K – 685
2018
Q2 		$6K Hold
74
– – ﹤0.01% 620
2018
Q1 		$6K Buy
+74
New +$5.69K ﹤0.01% 620

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Strategic Wealth Partners's QTEC Position: Q3 2018 in Review

Strategic Wealth Partners sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q3 2018, closing a stake of 74 shares — an estimated $6K sold.

Strategic Wealth Partners first reported a position in QTEC in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2018. 175 funds tracked by Wall St. Rank hold QTEC as of Q3 2018.

  • Strategic Wealth Partners reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 74 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2018, an estimated $6K.
  • Strategic Wealth Partners first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners's First Trust NASDAQ-100 Technology Index Fund position peaked at $6K in Q2 2018.
  • 175 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.