VPP
QTEC icon

Vertex Planning Partners’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Vertex Planning Partners’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
2025
Q4 		– Sell
-1,000
Closed -$230K – 184
2025
Q3 		$230K Hold
1,000
– – 0.04% 189
2025
Q2 		$213K Buy
+1,000
New +$187K 0.04% 182

Other funds holding QTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vertex Planning Partners's QTEC Position: Q4 2025 in Review

Vertex Planning Partners sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2025, closing a stake of 1,000 shares — an estimated $230K sold.

Vertex Planning Partners first reported a position in QTEC in Q2 2025 and held it in 2 quarters. The position peaked at $230K in Q3 2025. 374 funds tracked by Wall St. Rank hold QTEC as of Q4 2025.

  • Vertex Planning Partners reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 1,000 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2025, an estimated $230K.
  • Vertex Planning Partners first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2025 and held it in 2 quarters.
  • Vertex Planning Partners's First Trust NASDAQ-100 Technology Index Fund position peaked at $230K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.