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

Summit X LLC’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
2020
Q4 		– Sell
-700
Closed -$234 – 385
2020
Q3 		$234 Buy
+700
New +$80.8K ﹤0.01% 397

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Summit X LLC's QTEC Position: Q4 2020 in Review

Summit X LLC sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2020, closing a stake of 700 shares — an estimated $234 sold.

Summit X LLC first reported a position in QTEC in Q3 2020 and held it in 1 quarter. The position peaked at $234 in Q3 2020. 243 funds tracked by Wall St. Rank hold QTEC as of Q4 2020.

  • Summit X LLC reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 700 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2020, an estimated $234.
  • Summit X LLC first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2020 and held it in 1 quarter.
  • Summit X LLC's First Trust NASDAQ-100 Technology Index Fund position peaked at $234 in Q3 2020.
  • 243 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.