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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
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,020,625$698M0.62%-275,63213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,493,416$259M0.02%+593,92913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN795,558$138M0.03%-61,69413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY762,358$132M0.01%-29,46013F-HRTimelineGroup
LPL Financial LLC527,370$91.5M0.04%-21,10313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP496,992$86.3M0.12%+366,96913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC496,798$86.2M0.03%+2,75613F-HRTimelineGroup
Creative Planningin group Creative Planning340,580$59.1M0.06%+330,74713F-HRTimelineGroup
UBS Group AGin group UBS Group AG305,088$53M0.01%+10,19713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA257,384$44.7M0.01%+8,46313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding206,556$35.8M+6,685Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.181,378$31.5M0.07%-7,98013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO159,654$27.7M<0.01%-13,80913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS153,200$26.6M0.02%+53,10013F-HRTimelineGroup
NewEdge Advisors, LLC130,858$22.7M0.13%+9,26813F-HRTimeline
Allworth Financial LP128,519$22.4M0.13%-2,88213F-HRTimeline
Syntegra Private Wealth Group, LLC125,838$21.8M2.55%-3,93413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP124,820$21.7M0.03%+5,52013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC120,062$20.9M0.01%-11,32113F-HRTimelineGroup
O'Dell Group, LLC118,455$20.6M5.33%+72813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC117,250$20.3M0.02%+16,53713F-HRTimelineGroup
Janney Montgomery Scott LLC108,723$18.9M0.05%-6,67813F-HRTimeline
Nilsine Partners, LLC106,985$18.6M2.03%+13,77613F-HRTimeline
NewSquare Capital LLC106,035$18.4M1.5%-2,20113F-HRTimeline
Advisory Services Network, LLC98,896$17.2M0.33%+6,56513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC93,721$16.3M<0.01%+20,42613F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.90,771$15.8M0.03%-15,29613F-HRTimelineGroup
RVW Wealth, LLC90,174$15.7M1.47%-5,61313F-HRTimeline
Cambridge Investment Research Advisors,…88,201$15.3M0.05%-2,44213F-HRTimeline
Miller Investment Management, LP82,824$14.4M1.59%-37613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC82,663$14.3M0.02%-1,24313F-HRTimeline
EP Wealth Advisors, LLC79,336$13.8M0.11%-26613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding77,594$13.5M-2,466Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC73,752$12.8M0.18%-70713F-HRTimelineGroup
Cetera Investment Advisers68,115$11.8M0.02%-3,83113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65,201$11.3M0.01%-2,54813F-HRTimelineGroup
Southland Equity Partners LLC64,168$11.1M2.59%-1,16913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP58,664$10.2M0.01%+10,22613F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…52,732$9.15M0.08%+30,60613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC51,184$8.88M0.01%-12013F-HRTimelineGroup
D.A. DAVIDSON & CO.43,346$7.52M0.06%+1,13213F-HRTimeline
Integrated Wealth Concepts LLC40,437$7.02M0.08%-42,54713F-HRTimeline
Kraft, Davis & Associates, LLC41,649$6.7M2.16%+7,98413F-HRTimeline
Private Advisor Group, LLC37,866$6.57M0.04%-2,39113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…34,513$5.99M0.13%+4,07313F-HRTimelineGroup
World Investment Advisors34,409$5.97M0.16%+5,97413F-HRTimeline
Mainsail Financial Group, LLC34,016$5.9M3.35%+1,36413F-HRTimeline
Guided Capital Wealth Management, LLC33,612$5.83M4.87%+10,16013F-HRTimeline
WCG Wealth Advisors LLC33,295$5.78M0.44%-6,79213F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC32,930$5.72M0.02%+2,33813F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC30,903$5.36M1.13%-1,07213F-HRTimeline
Maxele Advisors, LLC30,747$5.34M5.16%-30513F-HRTimeline
Vestmark Advisory Solutions, Inc.30,474$5.29M0.14%-2,58813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,691$4.98M0.01%+26,13313F-HR/ATimelineGroup
MinichMacGregor Wealth Management, LLC27,733$4.81M1.08%+97513F-HRTimeline
Atria Investments, Inc27,284$4.74M0.06%+2,90413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,042$4.69M0.01%+7,44613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC26,033$4.52M0.02%+1,52213F-HRTimeline
HARBOUR INVESTMENTS, INC.25,897$4.49M0.13%-17013F-HRTimeline
Concentrum Wealth Management25,242$4.38M1.62%+95613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,779$4.3M0.06%-4,12113F-HRTimelineGroup
SFMG, LLC21,959$3.81M0.3%-47913F-HRTimeline
CWM, LLCin group CWM, LLC21,506$3.73M0.01%-1,94313F-HRTimelineGroup
Texas Yale Capital Corp.20,927$3.63M0.15%+2,07913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd20,182$3.5M0.08%new13F-HRTimelineGroup
Journey Beyond Wealth, LLC19,832$3.44M3.22%+1,01813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…19,291$3.35M0.28%+87913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC19,109$3.32M0.11%-17,37613F-HRTimeline
Atria Wealth Solutions, Inc.18,258$3.17M0.04%-3,28813F-HRTimeline
OneDigital Investment Advisors LLC18,049$3.13M0.04%-14,69213F-HRTimeline
Geneos Wealth Management Inc.17,876$3.1M0.05%+10,56913F-HRTimeline
AE Wealth Management LLC17,827$3.09M0.03%-43613F-HRTimeline
Prospera Financial Services Inc17,621$3.06M0.07%+96413F-HRTimeline
Sowell Financial Services LLC17,036$2.96M0.13%-62913F-HRTimeline
Belpointe Asset Management LLC17,033$2.96M0.15%-91813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,383$2.84M0.01%-28913F-HRTimelineGroup
MGB Wealth Management, LLC16,176$2.81M1.02%013F-HRTimeline
PCG Wealth Advisors, LLC16,074$2.79M0.97%-6,22613F-HRTimeline
Focus Financial Network, Inc.15,908$2.76M0.11%+1,34913F-HRTimeline
Snowden Capital Advisors LLC15,404$2.67M0.09%+4,58613F-HRTimeline
Ausdal Financial Partners, Inc.15,347$2.66M0.2%-8213F-HRTimeline
MTM Investment Management, LLC15,033$2.63M1.01%-22513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,160$2.47M<0.01%+3,87513F-HR/ATimelineGroup
Proactive Wealth Strategies LLC13,917$2.42M1.29%+113F-HRTimeline
HighTower Advisors, LLC13,617$2.36M<0.01%-19413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,440$2.16M0.01%-78613F-HRTimeline
Ayalon Insurance Comp Ltd.12,356$2.15M0.69%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC12,151$2.11M0.97%+6,06013F-HRTimeline
Foundations Investment Advisors, LLC12,146$2.11M0.04%-2,18113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,997$2.08M0.01%-1,87613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11,942$2.07M0.21%-55713F-HRTimelineGroup
BBR PARTNERS, LLC11,888$2.06M0.15%013F-HRTimeline
IFP Advisors, Inc11,866$2.06M0.06%+4,12913F-HRTimeline
Delos Wealth Advisors, LLC11,865$2.06M1.63%+4213F-HRTimeline
Regal Investment Advisors LLC11,785$2.05M0.17%+35913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,359$1.97M<0.01%+55213F-HRTimelineGroup
Novak & Powell Financial Services, Inc.11,167$1.94M1.21%-2013F-HRTimeline
B&D White Capital Company, LLC11,147$1.93M0.29%+113F-HRTimeline
Coppell Advisory Solutions LLC10,909$1.93M0.27%-13,23513F-HRTimeline
Arkadios Wealth Advisors11,104$1.93M0.07%-2013F-HRTimeline
Cyndeo Wealth Partners, LLC10,818$1.88M0.12%+14613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,349$1.8M0.03%-1,86213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,521$1.79M0.04%+6013F-HRTimelineGroup
Wealthfront Advisers LLC10,237$1.78M<0.01%-1,54113F-HRTimeline
Paragon Private Wealth Management, LLC10,186$1.77M0.82%-4,18413F-HRTimeline
Gateway Wealth Partners, LLC10,044$1.74M0.39%+3,41713F-HRTimeline
Plotkin Financial Advisors, LLC10,002$1.74M1.07%-4713F-HRTimeline
Santori & Peters, Inc.9,912$1.72M0.69%-99213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,849$1.71M<0.01%-83813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,052$1.57M<0.01%-44413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.8,649$1.5M0.08%+1413F-HR/ATimelineGroup
Financial Partners Group, Inc8,612$1.49M0.23%+113F-HRTimeline
RFG Advisory, LLC8,595$1.49M0.04%+44013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,538$1.48M0.04%-59813F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …8,534$1.48M0.1%+85913F-HRTimelineGroup
SLT Holdings LLC8,446$1.47M1.38%-74913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC8,377$1.45M0.09%+2,09413F-HRTimeline
TradeWell Securities, LLC.8,349$1.45M0.8%+43613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,334$1.45M0.02%+1,02213F-HRTimelineGroup
DAVENPORT & Co LLC8,238$1.43M0.01%-8013F-HRTimeline
WEDBUSH SECURITIES INC8,173$1.42M0.05%-8713F-HRTimeline
Apeiron RIA LLC7,972$1.38M0.42%+54513F-HRTimeline
Rollins Financial Advisors, LLC7,673$1.33M0.23%-32613F-HR/ATimeline
FWL INVESTMENT MANAGEMENT, LLC7,591$1.32M0.49%-69313F-HRTimeline
Diversified Enterprises, LLC7,372$1.28M0.11%013F-HRTimeline
TFG Advisers LLC7,197$1.25M0.45%-55213F-HRTimeline
WMG Financial Advisors, LLC6,892$1.2M0.51%-23913F-HRTimeline
FMR LLCin group FMR LLC6,773$1.18M<0.01%+25813F-HRTimelineGroup
TriaGen Wealth Management LLC6,745$1.17M0.41%-6,27213F-HRTimeline
Jacobi Capital Management LLC6,646$1.15M0.09%-11813F-HRTimeline
FLOW TRADERS U.S. LLC6,483$1.12M0.05%new13F-HRTimeline
CW Advisors, LLC6,090$1.1M0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,296$1.09M0.01%+15813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL5,986$1.04M<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,966$1.04M0.09%-77613F-HRTimeline
Kingsview Wealth Management, LLC5,923$1.03M0.02%013F-HRTimeline
NewEdge Wealth, LLC5,922$1.03M0.02%+1,68013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,846$1.01M0.03%-89913F-HRTimelineGroup
Elser Financial Planning, Inc5,783$1M1.39%013F-HRTimeline
Steward Partners Investment Advisory, L…5,743$997K0.01%-11813F-HRTimeline
Pacific Sun Financial Corp5,737$996K0.57%+3013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,709$991K0.02%+48413F-HRTimelineGroup
Tudor Financial Inc.5,697$989K0.59%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,575$983K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC5,660$982K0.03%+1,02313F-HRTimeline
TRUST CO OF OKLAHOMA5,570$967K0.33%+43213F-HRTimeline
Chicago Partners Investment Group LLC5,248$954K0.03%+7413F-HRTimeline
HFG Advisors, Inc.5,406$938K0.8%-10013F-HRTimeline
PURSUE WEALTH PARTNERS LLC5,228$907K0.55%013F-HRTimeline
McKinley Carter Wealth Services, Inc.5,167$897K0.06%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,164$896K0.02%-8913F-HRTimelineGroup
Holistic Financial Partners5,057$878K0.42%+2,76913F-HRTimeline
PFG Advisors4,808$835K0.05%-63713F-HRTimeline
Aurora Private Wealth, Inc.4,717$819K0.65%-1,51313F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,624$791K<0.01%new13F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…4,537$787K0.37%-22313F-HRTimeline
Kesler, Norman & Wride, LLC4,483$778K0.15%-4313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,456$773K<0.01%-23613F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC4,455$773K0.01%new13F-HRTimeline
IHT Wealth Management, LLC4,431$769K0.02%-12413F-HRTimeline
Peterson Wealth Advisors, LLC4,922$754K0.15%+54213F-HRTimeline
Asset Dedication, LLC4,296$746K0.06%013F-HRTimeline
Sensible Money, LLC4,266$740K0.32%013F-HRTimeline
Verition Fund Management LLC4,255$738K<0.01%new13F-HRTimeline
Evelyn Partners Investment Management (…4,215$732K0.27%-35013F-HR/ATimeline
Pine Valley Investments Ltd Liability Co4,171$724K0.05%+29113F-HRTimeline
Total Clarity Wealth Management, Inc.3,803$716K0.23%013F-HRTimeline
Accel Wealth Management3,981$691K0.25%-15213F-HRTimeline
Virtue Capital Management, LLC3,969$688K0.08%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,929$682K0.02%+3213F-HRTimeline
IFG Advisory, LLC3,617$628K0.03%+2913F-HRTimeline
Robertson Stephens Wealth Management, L…3,556$617K0.02%-70313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,553$617K<0.01%-41013F-HRTimeline
Stonebridge Financial Planning Group, L…3,545$615K0.28%-35513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,476$603K0.2%new13F-HRTimeline
PLANNING DIRECTIONS INC3,437$597K0.26%new13F-HRTimeline
Sigma Planning Corp3,409$592K0.02%+4813F-HRTimeline
SYNOVUS FINANCIAL CORP3,391$589K0.01%-1,26613F-HRTimeline
Patriot Financial Group Insurance Agenc…3,383$587K0.08%+1413F-HRTimeline
CoreCap Advisors, LLC3,376$586K0.03%-9413F-HRTimeline
Castle Rock Wealth Management, LLC3,359$585K0.16%013F-HRTimeline
Parallel Advisors, LLC3,350$582K0.01%013F-HRTimeline
Delta Financial Group, Inc.3,045$570K0.13%013F-HRTimeline
Gladstone Institutional Advisory LLC3,272$568K0.03%-36013F-HRTimeline
Realta Investment Advisors3,251$564K0.26%+41013F-HRTimeline
MATHER GROUP, LLC.3,232$561K0.01%-31213F-HRTimeline
AMJ Financial Wealth Management3,207$557K0.17%-70213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC3,193$554K0.23%013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM3,142$545K0.08%-8513F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP3,138$545K0.05%+97113F-HRTimeline
Betterment LLC3,113$540K<0.01%new13F-HRTimeline
Register Financial Advisors LLC3,104$539K0.28%013F-HRTimeline
Financial Advocates Investment Manageme…3,096$537K0.04%+14013F-HRTimeline
Fingerlakes Wealth Management, Inc.3,086$536K0.46%-4513F-HRTimeline
Keystone Wealth Services, LLC3,068$532K0.14%+38713F-HRTimeline
HBW ADVISORY SERVICES LLC3,065$532K0.08%-41013F-HRTimeline
Thrive Capital Management, LLC3,005$522K0.31%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,890$502K0.02%+7913F-HRTimelineGroup
MAI Capital Management2,872$499K<0.01%-1,54213F-HRTimeline
&PARTNERS2,821$492K0.01%+75013F-HRTimeline

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