Wagner Wealth Management (South Carolina)’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-53	Closed	-$6K	–	603
2022 Q3	$6K	Hold	53	–	–	﹤0.01%	499
2022 Q2	$6K	Buy	+53	New	+$6.81K	﹤0.01%	510
2022 Q1	–	Sell	-238	Closed	-$42K	–	561
2021 Q4	$42K	Buy	238 +195	+453%	+$33.3K	0.03%	279
2021 Q3	$7K	Hold	43	–	–	0.01%	513
2021 Q2	$7K	Hold	43	–	–	0.01%	536
2021 Q1	$6K	Buy	+43	New	+$6.18K	﹤0.01%	527

Other funds holding QTEC

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Wagner Wealth Management (South Carolina)'s QTEC Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2022, closing a stake of 53 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in QTEC in Q1 2021 and held it in 6 quarters. The position peaked at $42K in Q4 2021. 228 funds tracked by Wall St. Rank hold QTEC as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 53 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2022, an estimated $6K.
Wagner Wealth Management (South Carolina) first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s First Trust NASDAQ-100 Technology Index Fund position peaked at $42K in Q4 2021.
228 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.