Walkner Condon Financial Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Walkner Condon Financial Advisors’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 Q2	–	Sell	-1,743	Closed	-$266K	–	224
2022 Q1	$266K	Buy	+1,743	New	+$266K	0.08%	183
2021 Q4	–	Sell	-1,265	Closed	-$200K	–	163
2021 Q3	$200K	Sell	1,265 -127	-9%	-$20.6K	0.1%	140
2021 Q2	$221K	Hold	1,392	–	–	0.08%	157
2021 Q1	$201K	Buy	+1,392	New	+$200K	0.08%	162

Other funds holding QTEC

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

KHLMVGHM

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

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

Walkner Condon Financial Advisors's QTEC Position: Q2 2022 in Review

Walkner Condon Financial Advisors sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q2 2022, closing a stake of 1,743 shares — an estimated $266K sold.

Walkner Condon Financial Advisors first reported a position in QTEC in Q1 2021 and held it in 4 quarters. The position peaked at $266K in Q1 2022. 255 funds tracked by Wall St. Rank hold QTEC as of Q2 2022.

Walkner Condon Financial Advisors reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q2 2022 after selling out during the quarter.
Walkner Condon Financial Advisors sold 1,743 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2022, an estimated $266K.
Walkner Condon Financial Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2021 and held it in 4 quarters.
Walkner Condon Financial Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $266K in Q1 2022.
255 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2022.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.