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WealthBridge Capital Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

WealthBridge Capital Management’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 		$263K Sell
1,219
-855
-41% -$196K 0.06% 192
2025
Q4 		$478K Buy
2,074
+17
+0.8% +$3.96K 0.11% 128
2025
Q3 		$472K Sell
2,057
-146
-7% -$31.6K 0.11% 130
2025
Q2 		$469K Buy
2,203
+484
+28% +$90.5K 0.12% 122
2025
Q1 		$298K Buy
1,719
+299
+21% +$57.5K 0.08% 158
2024
Q4 		$267K Sell
1,420
-286
-17% -$55.7K 0.07% 167
2024
Q3 		$326K Buy
1,706
+386
+29% +$72.9K 0.09% 146
2024
Q2 		$261K Hold
1,320
– – 0.09% 150
2024
Q1 		$252K Buy
+1,320
New +$244K 0.08% 150
2019
Q2 		– Sell
-1,600
Closed -$136K – 683
2019
Q1 		$136K Hold
1,600
– – 0.09% 144
2018
Q4 		$109K Buy
+1,600
New +$115K 0.08% 158

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Marshall Wace
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Raymond James Financial
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UBS Group
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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