World Equity Group’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

World Equity Group’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
2024 Q4	–	Sell	-1,271	Closed	-$243K	–	386
2024 Q3	$243K	Sell	1,271 -3,153	-71%	-$595K	0.09%	217
2024 Q2	$874K	Sell	4,424 -4,280	-49%	-$806K	0.26%	101
2024 Q1	$1.66M	Buy	+8,704	New	+$1.61M	0.34%	73
2023 Q4	–	Sell	-10,604	Closed	-$1.54M	–	365
2023 Q3	$1.54M	Buy	+10,604	New	+$1.58M	0.32%	75

Other funds holding QTEC

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

World Equity Group's QTEC Position: Q4 2024 in Review

World Equity Group sold out of First Trust NASDAQ-100 Technology Index Fund (QTEC) in Q4 2024, closing a stake of 1,271 shares — an estimated $243K sold.

World Equity Group first reported a position in QTEC in Q3 2023 and held it in 4 quarters. The position peaked at $1.66M in Q1 2024. 348 funds tracked by Wall St. Rank hold QTEC as of Q4 2024.

World Equity Group reported no remaining First Trust NASDAQ-100 Technology Index Fund position as of Q4 2024 after selling out during the quarter.
World Equity Group sold 1,271 First Trust NASDAQ-100 Technology Index Fund shares in Q4 2024, an estimated $243K.
World Equity Group first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2023 and held it in 4 quarters.
World Equity Group's First Trust NASDAQ-100 Technology Index Fund position peaked at $1.66M in Q1 2024.
348 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q4 2024.

Based on World Equity Group's 13F filing for Q4 2024, filed 4 Feb 2025.