Truepoint Inc’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Truepoint Inc’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	-5,598	Closed	-$982K	–	217
2023 Q4	$982K	Hold	5,598	–	–	0.03%	79
2023 Q3	$813K	Hold	5,598	–	–	0.03%	87
2023 Q2	$824K	Buy	5,598 +2,623	+88%	+$348K	0.03%	73
2023 Q1	$388K	Buy	+2,975	New	+$357K	0.01%	107

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

Truepoint Inc's QTEC Position: Q1 2024 in Review

Truepoint Inc sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2024, closing a stake of 5,598 shares — an estimated $982K sold.

Truepoint Inc first reported a position in QTEC in Q1 2023 and held it in 4 quarters. The position peaked at $982K in Q4 2023. 324 funds tracked by Wall St. Rank hold QTEC as of Q1 2024.

Truepoint Inc reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 5,598 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2024, an estimated $982K.
Truepoint Inc first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2023 and held it in 4 quarters.
Truepoint Inc's First Trust NASDAQ-100 Technology Index Fund position peaked at $982K in Q4 2023.
324 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.