Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$4.49M Buy
20,412
+11,947
+141% +$2.73M 0.01% 938
2025
Q4 		$2.04M Buy
8,465
+121
+1% +$28.2K ﹤0.01% 1508
2025
Q3 		$1.94M Sell
8,344
-54
-0.6% -$11.7K ﹤0.01% 1459
2025
Q2 		$1.82M Sell
8,398
-1,451
-15% -$271K ﹤0.01% 1403
2025
Q1 		$1.71M Sell
9,849
-838
-8% -$161K ﹤0.01% 1328
2024
Q4 		$2.01M Buy
10,687
+2,189
+26% +$426K ﹤0.01% 1192
2024
Q3 		$1.63M Sell
8,498
-2,145
-20% -$405K ﹤0.01% 1158
2024
Q2 		$2.1M Buy
10,643
+265
+3% +$49.9K 0.01% 961
2024
Q1 		$1.98M Buy
10,378
+1,296
+14% +$239K 0.01% 946
2023
Q4 		$1.59M Buy
9,082
+2,273
+33% +$354K ﹤0.01% 981
2023
Q3 		$989K Buy
+6,809
New +$1.01M ﹤0.01% 1100

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Marshall Wace
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Raymond James Financial
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return