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Summit Financial’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Summit Financial’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
2026
Q2 		$2.72M Sell
8,113
-229
-3% -$65.6K 0.03% 537
2026
Q1 		$1.8M Sell
8,342
-781
-9% -$179K 0.02% 605
2025
Q4 		$2.1M Sell
9,123
-384
-4% -$89.5K 0.03% 481
2025
Q3 		$2.18M Buy
9,507
+2,594
+38% +$562K 0.03% 464
2025
Q2 		$1.47M Buy
6,913
+1,253
+22% +$234K 0.03% 344
2025
Q1 		$982K Buy
5,660
+1,023
+22% +$197K 0.03% 377
2024
Q4 		$873K Buy
4,637
+26
+0.6% +$5.06K 0.03% 343
2024
Q3 		$882K Sell
4,611
-272
-6% -$51.3K 0.03% 283
2024
Q2 		$964K Sell
4,883
-337
-6% -$63.5K 0.04% 233
2024
Q1 		$995K Buy
5,220
+411
+9% +$75.9K 0.06% 185
2023
Q4 		$844K Sell
4,809
-1,247
-21% -$194K 0.06% 190
2023
Q3 		$880K Buy
6,056
+31
+0.5% +$4.61K 0.07% 174
2023
Q2 		$887K Buy
+6,025
New +$800K 0.06% 165

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial's QTEC Position: Q2 2026 in Review

Summit Financial reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 2.7% in Q2 2026, selling an estimated $65.6K and leaving 8,113 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #537.

Summit Financial first reported a position in QTEC in Q2 2023 and has held it in 13 quarters since. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

  • Summit Financial held 8,113 shares of First Trust NASDAQ-100 Technology Index Fund worth $2.72M as of Q2 2026.
  • Summit Financial sold 229 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $65.6K.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.03% of Summit Financial's portfolio in Q2 2026, its #537 holding.
  • Summit Financial first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2023 and has held it in 13 quarters since.
  • 449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.