Tradition Wealth Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Tradition Wealth Management’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	-182	Closed	-$32K	–	996
2023 Q4	$32K	Sell	182 -63	-26%	-$9.82K	﹤0.01%	736
2023 Q3	$36K	Hold	245	–	–	﹤0.01%	685
2023 Q2	$36K	Hold	245	–	–	﹤0.01%	717
2023 Q1	$32K	Hold	245	–	–	﹤0.01%	733
2022 Q4	$26K	Hold	245	–	–	﹤0.01%	691
2022 Q3	$26K	Hold	245	–	–	﹤0.01%	693
2022 Q2	$28K	Hold	245	–	–	﹤0.01%	587
2022 Q1	$37K	Hold	245	–	–	﹤0.01%	582
2021 Q4	$43K	Hold	245	–	–	0.01%	562
2021 Q3	$39K	Hold	245	–	–	0.01%	573
2021 Q2	$39K	Sell	245 -100	-29%	-$14.9K	0.01%	594
2021 Q1	$50K	Sell	345 -244	-41%	-$35.1K	0.01%	436
2020 Q4	$81K	Buy	+589	New	+$75.3K	0.02%	324

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

Tradition Wealth Management's QTEC Position: Q1 2024 in Review

Tradition Wealth Management sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2024, closing a stake of 182 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in QTEC in Q4 2020 and held it in 13 quarters. The position peaked at $81K in Q4 2020. 324 funds tracked by Wall St. Rank hold QTEC as of Q1 2024.

Tradition Wealth Management reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 182 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2024, an estimated $32K.
Tradition Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's First Trust NASDAQ-100 Technology Index Fund position peaked at $81K in Q4 2020.
324 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.