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WealthOne’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-78
Closed -$5K – 429
2018
Q4 		$5K Buy
+78
New +$5.61K ﹤0.01% 471

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

WealthOne's QTEC Position: Q1 2019 in Review

WealthOne sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2019, closing a stake of 78 shares — an estimated $5K sold.

WealthOne first reported a position in QTEC in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 190 funds tracked by Wall St. Rank hold QTEC as of Q1 2019.

  • WealthOne reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 78 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2019, an estimated $5K.
  • WealthOne first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's First Trust NASDAQ-100 Technology Index Fund position peaked at $5K in Q4 2018.
  • 190 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.