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Wealthspire Advisors (New York)’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-942
Closed -$217K – 1065
2025
Q4 		$217K Hold
942
– – ﹤0.01% 937
2025
Q3 		$216K Hold
942
– – ﹤0.01% 768
2025
Q2 		$200K Buy
+942
New +$176K ﹤0.01% 797

Other funds holding QTEC

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s QTEC Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2026, closing a stake of 942 shares — an estimated $217K sold.

Wealthspire Advisors (New York) first reported a position in QTEC in Q2 2025 and held it in 3 quarters. The position peaked at $217K in Q4 2025. 362 funds tracked by Wall St. Rank hold QTEC as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 942 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2026, an estimated $217K.
  • Wealthspire Advisors (New York) first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q2 2025 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s First Trust NASDAQ-100 Technology Index Fund position peaked at $217K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.