WEC
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Winslow Evans & Crocker’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$249K Buy
1,801
+1,393
+341% +$178K 0.05% 301
2020
Q3 		$48K Buy
408
+1
+0.2% +$115 0.01% 466
2020
Q2 		$44K Sell
407
-1
-0.2% -$99 0.01% 481
2020
Q1 		$36K Hold
408
– – 0.01% 482
2019
Q4 		$42K Sell
408
-50
-11% -$4.66K 0.01% 531
2019
Q3 		$40K Hold
458
– – 0.01% 539
2019
Q2 		$40K Hold
458
– – 0.01% 558
2019
Q1 		$38K Buy
458
+2
+0.4% +$154 0.01% 553
2018
Q4 		$32K Sell
456
-1,058
-70% -$76.2K 0.01% 545
2018
Q3 		$122K Sell
1,514
-770
-34% -$61.2K 0.04% 342
2018
Q2 		$176K Buy
2,284
+42
+2% +$3.27K 0.06% 280
2018
Q1 		$170K Buy
2,242
+142
+7% +$10.9K 0.06% 278
2017
Q4 		$151K Sell
2,100
-210
-9% -$15.1K 0.05% 302
2017
Q3 		$157K Sell
2,310
-780
-25% -$50.8K 0.05% 288
2017
Q2 		$193K Buy
3,090
+1,794
+138% +$112K 0.05% 324
2017
Q1 		$77.9K Buy
1,296
+318
+33% +$18.3K 0.02% 451
2016
Q4 		$51.5K Sell
978
-406
-29% -$20.9K 0.02% 529
2016
Q3 		$70.4K Hold
1,384
– – 0.02% 473
2016
Q2 		$59.9K Buy
1,384
+1
+0.1% +$42 0.02% 475
2016
Q1 		$59.4K Sell
1,383
-305
-18% -$12.2K 0.02% 464
2015
Q4 		$72K Sell
1,688
-596
-26% -$25.5K 0.02% 459
2015
Q3 		$89.9K Sell
2,284
-144
-6% -$5.92K 0.03% 402
2015
Q2 		$103K Buy
2,428
+722
+42% +$32K 0.03% 419
2015
Q1 		$74.1K Buy
1,706
+220
+15% +$9.54K 0.02% 479
2014
Q4 		$65K Buy
1,486
+296
+25% +$12.5K 0.02% 489
2014
Q3 		$48.9K Hold
1,190
– – 0.01% 558
2014
Q2 		$47.5K Buy
1,190
+360
+43% +$13.6K 0.02% 506
2014
Q1 		$31K Hold
830
– – 0.01% 582
2013
Q4 		$29K Buy
+830
New +$27.8K 0.01% 614

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
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winslow Evans & Crocker's QTEC Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 341% in Q4 2020, buying an estimated $178K and bringing the position to 1,801 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #301.

Winslow Evans & Crocker first reported a position in QTEC in Q4 2013 and has held it in 29 quarters since. 243 funds tracked by Wall St. Rank hold QTEC as of Q4 2020.

  • Winslow Evans & Crocker held 1,801 shares of First Trust NASDAQ-100 Technology Index Fund worth $249K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,393 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2020, an estimated $178K.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.05% of Winslow Evans & Crocker's portfolio in Q4 2020, its #301 holding.
  • Winslow Evans & Crocker first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2013 and has held it in 29 quarters since.
  • 243 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.