United Capital Financial Advisers, LLC First Trust Nasdaq 100 Technol Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$166.5 - $195.66 $44,455 - $52,241
-267 Reduced 17.78%
1,235 $235,000
Q4 2023

Feb 14, 2024
SELL
$137.75 - $176.94 $610,232 - $783,844
-4,430 Reduced 74.68%
1,502 $263,000
Q3 2023

Nov 14, 2023
SELL
$141.05 - $157.31 $67,986 - $75,823
-482 Reduced 7.51%
5,932 $861,000
Q2 2023

Aug 14, 2023
SELL
$118.86 - $149.5 $92,829 - $116,759
-781 Reduced 10.85%
6,414 $943,000
Q1 2023

Aug 14, 2023
BUY
$103.56 - $130.51 $80,880 - $101,928
781 Added 12.18%
7,195 $939,000
Q1 2023

May 15, 2023
SELL
$103.56 - $130.51 $146,123 - $184,149
-1,411 Reduced 16.4%
7,195 $939,000
Q4 2022

Feb 14, 2023
SELL
$98.17 - $116.1 $251,511 - $297,448
-2,562 Reduced 22.94%
8,606 $905,000
Q3 2022

Nov 14, 2022
SELL
$104.86 - $137.21 $28,207 - $36,909
-269 Reduced 2.35%
11,168 $1.17 Million
Q2 2022

Aug 11, 2022
SELL
$110.94 - $155.53 $554 - $777
-5 Reduced 0.04%
11,437 $1.31 Million
Q1 2022

May 16, 2022
SELL
$131.75 - $175.08 $17,522 - $23,285
-133 Reduced 1.15%
11,442 $1.75 Million
Q4 2021

Feb 14, 2022
SELL
$154.08 - $180.39 $13,404 - $15,693
-87 Reduced 0.75%
11,575 $2.03 Million
Q2 2021

Aug 13, 2021
SELL
$136.79 - $159.82 $6,839 - $7,991
-50 Reduced 0.43%
11,662 $1.86 Million
Q1 2021

May 14, 2021
SELL
$131.92 - $155.38 $78,228 - $92,140
-593 Reduced 4.82%
11,712 $1.69 Million
Q4 2020

Feb 17, 2021
SELL
$115.55 - $138.66 $151,139 - $181,367
-1,308 Reduced 9.61%
12,305 $1.7 Million
Q3 2020

Nov 13, 2020
SELL
$108.91 - $126.83 $2,831 - $3,297
-26 Reduced 0.19%
13,613 $1.6 Million
Q2 2020

Aug 13, 2020
SELL
$80.3 - $109.08 $69,861 - $94,899
-870 Reduced 6.0%
13,639 $1.49 Million
Q1 2020

May 15, 2020
SELL
$74.0 - $109.31 $10,360 - $15,303
-140 Reduced 0.96%
14,509 $1.23 Million
Q4 2019

Feb 14, 2020
SELL
$85.23 - $100.7 $24,546 - $29,001
-288 Reduced 1.93%
14,649 $1.47 Million
Q3 2019

Nov 14, 2019
SELL
$86.74 - $90.41 $18,128 - $18,895
-209 Reduced 1.38%
14,937 $1.31 Million
Q2 2019

Aug 13, 2019
BUY
N/A
124 Added 0.83%
15,146 $1.3 Million
Q1 2019

May 14, 2019
BUY
N/A
3 Added 0.02%
15,022 $1.24 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-417 Reduced 2.7%
15,019 $1.02 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-68 Reduced 0.44%
15,436 $1.23 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-665 Reduced 4.11%
15,504 $1.2 Million
Q1 2018

May 15, 2018
SELL
N/A
-1,543 Reduced 8.71%
16,169 $1.23 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-1,279 Reduced 6.73%
17,712 $1.27 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-197,375 Reduced 91.22%
18,991 $1.29 Million
Q2 2017

Aug 14, 2017
BUY
N/A
216,366
216,366 $13.5 Million

Others Institutions Holding QTEC

# of Institutions
351
Shares Held
16.5M
Call Options Held
9.9K
Put Options Held
48.6K
View Full List

About FIRST TRUST NASDAQ 100 TECHNOL

QTEC Quotes by TradingView
  • Ticker QTEC
  • Sector ETFs
  • Industry ETFs
More about QTEC
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email