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Whitnell & Co’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Whitnell & Co’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
2018
Q1 		– Sell
-163
Closed -$12K – 420
2017
Q4 		$12K Buy
+163
New +$11.7K 0.01% 223

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Whitnell & Co's QTEC Position: Q1 2018 in Review

Whitnell & Co sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q1 2018, closing a stake of 163 shares — an estimated $12K sold.

Whitnell & Co first reported a position in QTEC in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 157 funds tracked by Wall St. Rank hold QTEC as of Q1 2018.

  • Whitnell & Co reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q1 2018 after selling out during the quarter.
  • Whitnell & Co sold 163 First Trust NASDAQ-100 Technology Index Fund shares in Q1 2018, an estimated $12K.
  • Whitnell & Co first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2017 and held it in 1 quarter.
  • Whitnell & Co's First Trust NASDAQ-100 Technology Index Fund position peaked at $12K in Q4 2017.
  • 157 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2018.

Based on Whitnell & Co's 13F filing for Q1 2018, filed 4 May 2018.