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

Stratos Wealth Advisors’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 Q1	–	Sell	-1,296	Closed	-$227K	–	719
2023 Q4	$227K	Buy	+1,296	New	+$202K	0.01%	620
2022 Q4	–	Sell	-2,083	Closed	-$219K	–	580
2022 Q3	$219K	Sell	2,083 -613	-23%	-$74.5K	0.02%	464
2022 Q2	$308K	Sell	2,696 -90	-3%	-$11.6K	0.03%	433
2022 Q1	$425K	Hold	2,786	–	–	0.03%	404
2021 Q4	$488K	Sell	2,786 -307	-10%	-$52.4K	0.04%	398
2021 Q3	$488K	Sell	3,093 -8,900	-74%	-$1.45M	0.04%	363
2021 Q2	$1.91M	Sell	11,993 -777	-6%	-$116K	0.17%	161
2021 Q1	$1.84M	Sell	12,770 -603	-5%	-$86.7K	0.2%	144
2020 Q4	$1.85M	Sell	13,373 -2,045	-13%	-$261K	0.25%	96
2020 Q3	$1.81M	Sell	15,418 -1,273	-8%	-$147K	0.44%	60
2020 Q2	$1.82M	Buy	+16,691	New	+$1.64M	0.56%	50

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Stratos Wealth Advisors's QTEC Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2024, closing a stake of 1,296 shares — an estimated $227K sold.

Stratos Wealth Advisors first reported a position in QTEC in Q2 2020 and held it in 11 quarters. The position peaked at $1.91M in Q2 2021. 324 funds tracked by Wall St. Rank hold QTEC as of Q1 2024.

Stratos Wealth Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 1,296 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2024, an estimated $227K.
Stratos Wealth Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2020 and held it in 11 quarters.
Stratos Wealth Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $1.91M in Q2 2021.
324 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.