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Disclosery

QTEC FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

339 managers (341 13F filers) reported a position in QTEC shares at 2025-03-31, 14,581,923 shares in all. 28 filers opened a position and 33 filers sold out during the quarter.

Managers
339
13F filers
341
New
28
Added
98
Reduced
123
Sold out
33
Shares held by filers
14,581,923

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Orion Porfolio Solutions, LLC2,802$486K<0.01%+8613F-HRTimeline
Orion Portfolio Solutions, LLC2,802$486K<0.01%+8613F-HR/ATimeline
Cornerstone Wealth Management, LLC2,802$486K0.03%-4013F-HRTimeline
J HAGAN CAPITAL, INC.2,535$477K0.39%13F-HRTimeline
Sanctuary Advisors, LLC2,726$473K<0.01%-80213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,601$451K<0.01%-2,06913F-HRTimelineGroup
Avior Wealth Management, LLC2,578$447K0.02%-11513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,520$437K<0.01%-44013F-HRTimelineGroup
Arax Advisory Partners2,504$435K0.03%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,502$434K0.03%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,500$434K<0.01%+30013F-HRTimeline
United Advisor Group, LLC2,498$434K0.09%+27813F-HRTimeline
Welch & Forbes LLC2,493$433K0.01%013F-HRTimeline
Royal Fund Management, LLC2,452$426K0.05%-1313F-HRTimeline
Kovack Advisors, Inc.2,411$418K0.04%-25013F-HRTimeline
Modern Wealth Management, LLC2,340$406K0.01%-21913F-HR/ATimeline
First Heartland Consultants, Inc.2,262$393K0.04%-3,94513F-HRTimeline
GWN SECURITIES INC.1,968$391K0.02%new13F-HRTimeline
Argent Trust Co2,225$386K0.02%013F-HRTimeline
Old Port Advisors2,207$383K0.11%-27413F-HRTimeline
Leelyn Smith, LLC2,162$375K0.07%+28113F-HRTimeline
Beaton Management Co. Inc.2,150$373K0.19%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,143$372K0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC2,140$371K0.11%013F-HRTimeline
TCP Asset Management, LLC2,140$371K0.08%-20313F-HRTimeline
ABLE Financial Group, LLC2,127$369K0.1%+41913F-HRTimeline
Advisor Resource Council2,079$361K0.03%new13F-HRTimeline
BlueChip Wealth Advisors LLC2,007$348K0.17%new13F-HRTimeline
COMERICA BANK1,997$347K<0.01%-50613F-HRTimeline
Blackston Financial Advisory Group, LLC1,989$345K0.23%-23513F-HR/ATimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,941$344K0.03%+113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,950$338K<0.01%013F-HRTimelineGroup
Ridgeline Wealth Planning, LLC1,937$336K0.33%013F-HRTimeline
Clear Creek Financial Management, LLC1,935$336K0.03%-9813F-HRTimeline
Brookwood Investment Group LLC1,887$328K0.06%13F-HRTimeline
TruWealth Advisors, LLC1,874$325K0.02%013F-HRTimeline
Centerpoint Advisory Group1,860$323K0.32%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,859$323K<0.01%+53413F-HRTimelineGroup
Quadcap Wealth Management, LLC1,812$314K0.05%013F-HRTimeline
L & S Advisors Inc1,759$305K0.04%-5413F-HRTimeline
Claro Advisors Inc.1,732$301K0.04%+9113F-HRTimeline
WealthBridge Capital Management, LLC1,719$298K0.08%+29913F-HRTimeline
Clark Capital Management Group, Inc.1,703$296K<0.01%-50013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,700$295K0.08%013F-HR/ATimeline
J.W. COLE ADVISORS, INC.1,640$285K0.01%-2,43913F-HRTimeline
Avantax Planning Partners, Inc.1,622$281K0.01%+9813F-HRTimeline
Three Cord True Wealth Management, LLC1,567$272K0.23%013F-HRTimeline
Trek Financial, LLC1,535$266K0.02%013F-HRTimeline
HB Wealth Management, LLC1,527$265K<0.01%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,526$265K0.05%-10213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,525$265K0.03%013F-HRTimeline
Destiny Wealth Partners, LLC1,515$263K0.04%013F-HRTimeline
Tyler-Stone Wealth Management1,488$258K0.05%013F-HRTimeline
Capital Wealth Alliance, LLC1,482$257K0.15%-2,32213F-HRTimeline
Kapstone Financial Advisors LLC1,463$254K0.14%+13213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,461$253K<0.01%+2513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,429$248K<0.01%013F-HRTimelineGroup
Tradewinds, LLC.1,419$246K0.07%013F-HRTimeline
Baltimore-Washington Financial Advisors…1,419$246K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,390$241K<0.01%-1013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,337$232K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,310$227K<0.01%013F-HRTimelineGroup
ABOUND FINANCIAL, LLC1,285$223K0.11%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,280$222K0.06%013F-HRTimelineGroup
Palogic Value Management, L.P.1,277$222K0.1%013F-HR/ATimeline
Merit Financial Group, LLC1,269$220K<0.01%013F-HRTimeline
Empower Advisory Group, LLC1,267$220K<0.01%-40013F-HRTimeline
Pinnacle Family Advisors, LLC1,259$219K0.12%new13F-HRTimeline
Mutual Advisors, LLC1,230$217K0.01%+15113F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,251$217K0.11%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,206$209K<0.01%-7513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,202$209K<0.01%+17013F-HRTimelineGroup
Purus Wealth Management, LLC1,173$204K0.09%013F-HRTimeline
Reliant Investment Partners, LLC1,170$203K0.21%013F-HRTimeline
Sunbelt Securities, Inc.969$168K0.02%013F-HRTimeline
SIGNATUREFD, LLC952$165K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management926$161K0.01%-213F-HRTimelineGroup
Clearstead Advisors, LLC731$127K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.719$124K0.01%new13F-HRTimeline
Darwin Wealth Management, LLC651$123K0.04%013F-HRTimeline
DAGCO, INC.702$122K0.04%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…693$120K0.02%+6613F-HRTimeline
WHITTIER TRUST CO681$118K<0.01%013F-HRTimeline
Copia Wealth Management636$110K0.1%013F-HRTimeline
Continuum Advisory, LLC519$90.1K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC506$87.8K0.04%013F-HRTimeline
Farther Finance Advisors, LLC464$81K<0.01%+45113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC439$76K<0.01%-113F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp437$75.8K<0.01%new13F-HRTimelineGroup
Avondale Wealth Management414$71.9K0.05%013F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.365$63.3K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC349$60.6K<0.01%013F-HRTimeline
WFA Asset Management Corp311$59.3K0.03%013F-HRTimeline
ATWOOD & PALMER INC325$56.4K<0.01%-2513F-HRTimeline
Wilmington Savings Fund Society, FSB321$55.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC317$55.1K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd260$45.1K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC254$44.1K0.02%+9113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…203$35.4K0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC199$35K0.01%+513F-HRTimeline
Quest 10 Wealth Builders, Inc.201$34.9K0.04%013F-HRTimeline
Nova Wealth Management, Inc.195$33.8K0.03%-13013F-HR/ATimeline
CENTRAL TRUST Co182$31.6K<0.01%013F-HRTimeline
REAP Financial Group, LLC172$29.9K0.01%013F-HRTimeline
Fortis Group Advisors, LLC170$29.5K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC169$29.3K0.03%013F-HRTimeline
Luken Investment Analytics, LLC160$27.8K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.158$27.4K<0.01%013F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC150$26K0.01%013F-HRTimeline
HM PAYSON & CO140$24.3K<0.01%013F-HRTimeline
Pacifica Partners Inc.130$21.2K0.01%013F-HRTimeline
PRIVATE TRUST CO NA120$20.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV111$19.3K<0.01%013F-HRTimeline
Davis Capital Management103$17.9K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…100$17.4K<0.01%-1,31213F-HRTimelineGroup
Northwest Capital Management Inc100$17.4K0.01%013F-HRTimeline
Larson Financial Group LLC92$16K<0.01%013F-HRTimeline
Addison Advisors LLC91$15.8K<0.01%013F-HRTimeline
Tidemark, LLC91$15.7K0.01%013F-HRTimeline
IAG Wealth Partners, LLC89$15.4K<0.01%013F-HRTimeline
Rossby Financial, LCC74$13.1K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC69$12K<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC65$11.3K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC60$10.4K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.60$10.4K<0.01%+313F-HRTimeline
NFSG Corp59$10.2K<0.01%013F-HRTimeline
Archer Investment Corp58$10.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC40$6.94K<0.01%new13F-HRTimeline
Transce3nd, LLC39$6.77K<0.01%+613F-HRTimeline
Caldwell Trust Co30$5.21K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division26$4.51K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC25$4.34K<0.01%013F-HR/ATimeline
Kiker Wealth Management, LLC20$3.47K<0.01%new13F-HRTimeline
GAMMA Investing LLC15$2.6K<0.01%new13F-HR/ATimeline
POM Investment Strategies, LLC7$1.22K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.7$1.22K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$348<0.01%013F-HRTimeline
Activest Wealth Management1$129<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,92313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 12,707 QTEC shares, 0.1% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001445546-26-007482

    Accepted , ingested