Valeo Financial Advisors, LLC First Trust Nasdaq 100 Technol Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 15, 2019	SELL	$86.74 - $90.41 $12,143 - $12,657	-140 Closed	0 $0
Q1 2018 Apr 12, 2018	BUY	N/A	140 New	140 $11,000

Others Institutions Holding QTEC

# of Institutions

351

Shares Held

16.5M

Call Options Held

9.9K

Put Options Held

48.6K

First Trust Advisors LP Wheaton, IL

4.21M
Shares

$805 Million
0.8% of portfolio
International Assets Investment Management, LLC Orlando, FL

2.73M
Shares

$522 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$193 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

860K
Shares

$165 Million
0.04% of portfolio
Morgan Stanley New York, NY

840K
Shares

$161 Million
0.01% of portfolio

About FIRST TRUST NASDAQ 100 TECHNOL

Ticker QTEC
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