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USCA RIA’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

USCA RIA’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
2017
Q4 		– Sell
-23,442
Closed -$1.46M – 445
2017
Q3 		$1.46M Hold
23,442
– – 0.19% 153
2017
Q2 		$1.46M Buy
+23,442
New +$1.47M 0.19% 154

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USCA RIA's QTEC Position: Q4 2017 in Review

USCA RIA sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2017, closing a stake of 23,442 shares — an estimated $1.46M sold.

USCA RIA first reported a position in QTEC in Q2 2017 and held it in 2 quarters. The position peaked at $1.46M in Q3 2017. 140 funds tracked by Wall St. Rank hold QTEC as of Q4 2017.

  • USCA RIA reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2017 after selling out during the quarter.
  • USCA RIA sold 23,442 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2017, an estimated $1.46M.
  • USCA RIA first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2017 and held it in 2 quarters.
  • USCA RIA's First Trust NASDAQ-100 Technology Index Fund position peaked at $1.46M in Q3 2017.
  • 140 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2017.

Based on USCA RIA's 13F filing for Q4 2017, filed 9 Feb 2018.