TLA
QTEC icon

Tanglewood Legacy Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Tanglewood Legacy 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
2026
Q2 		$169K Hold
506
– – 0.05% 102
2026
Q1 		$109K Hold
506
– – 0.04% 125
2025
Q4 		$116K Hold
506
– – 0.04% 118
2025
Q3 		$116K Hold
506
– – 0.04% 121
2025
Q2 		$108K Hold
506
– – 0.04% 122
2025
Q1 		$87.8K Hold
506
– – 0.04% 135
2024
Q4 		$95.3K Buy
+506
New +$98.5K 0.04% 133

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

Tanglewood Legacy Advisors's QTEC Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q2 2026 at 506 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #102.

Tanglewood Legacy Advisors first reported a position in QTEC in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

  • Tanglewood Legacy Advisors held 506 shares of First Trust NASDAQ-100 Technology Index Fund worth $169K as of Q2 2026.
  • Tanglewood Legacy Advisors left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.05% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #102 holding.
  • Tanglewood Legacy Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.