Skip to content
Disclosery

QTEC FIRST TR EXCHANGE-TRADED FD

Follow

SHS (fund)

361 managers (365 13F filers) reported a position in QTEC shares at 2026-03-31, 7,302,819 shares in all. 25 filers opened a position and 30 filers sold out during the quarter.

Managers
361
13F filers
365
New
25
Added
94
Reduced
141
Sold out
30
Shares held by filers
7,302,819

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,018,643$220M0.02%-152,83813F-HRTimelineGroup
LPL Financial LLC614,658$133M0.04%-17,40813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY594,687$128M0.01%-26,45113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN446,361$96.4M0.02%-30,31713F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP415,583$89.8M0.1%+256,92713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC288,943$62.4M0.02%-39,49113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding262,641$56.7M-9,367Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding185,064$40M+5,845Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA148,130$32M0.01%-36,17613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125,017$27M0.04%-9,47713F-HRTimelineGroup
Allworth Financial LP120,264$26M0.11%+26013F-HRTimeline
Janney Montgomery Scott LLC98,395$21.3M0.05%+3,42413F-HRTimeline
Cambridge Investment Research Advisors,…97,777$21.1M0.05%+1,97513F-HRTimeline
RVW Wealth, LLC83,826$18.1M1.41%-1,86413F-HRTimeline
Cetera Investment Advisers81,628$17.6M0.02%-2,76213F-HRTimeline
EP Wealth Advisors, LLC78,234$16.9M0.08%-56513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC75,878$16.4M<0.01%-2,91213F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding72,095$15.6M-1,446Timeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK68,388$14.8M0.03%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,851$14M0.02%-5,94013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,159$13.4M0.01%+2,88113F-HRTimelineGroup
Southland Equity Partners LLC60,384$13M2.54%-19713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,899$12.9M0.02%-1,27213F-HRTimeline
NewEdge Advisors, LLC52,451$11.3M0.04%+19,57413F-HR/ATimeline
Private Advisor Group, LLC50,743$11M0.05%+15,21013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC49,586$10.7M0.16%-1,10013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC48,948$10.6M0.01%-12,46513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC48,274$10.4M0.02%+7,77613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.47,729$10.3M0.02%-84813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP43,114$9.31M0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning40,326$8.71M0.01%-5,00613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC40,253$8.69M0.01%-5,39213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.39,612$8.56M0.13%+94713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC39,471$8.49M0.01%+19,61713F-HRTimelineGroup
Independent Advisor Alliance37,194$8.03M0.09%new13F-HRTimeline
Syntegra Private Wealth Group, LLC36,545$7.89M0.75%-2,22413F-HRTimeline
Mainsail Financial Group, LLC36,396$7.86M3.28%+1,26013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,594$6.61M0.12%-43413F-HRTimelineGroup
Waverly Advisors, LLC29,214$6.31M0.05%-18513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,335$5.94M<0.01%+5,50713F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.28,000$5.91M0.04%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.25,421$5.49M0.06%-59413F-HRTimeline
Gateway Wealth Partners, LLC24,946$5.39M0.21%+13,46113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,331$5.26M0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC23,562$5.09M0.04%-6,22513F-HRTimeline
Maridea Wealth Management LLC22,864$4.94M0.72%-1,17413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,656$4.89M<0.01%-25,87813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,470$4.85M0.01%+18,15013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,883$4.73M0.05%+5013F-HRTimelineGroup
Texas Yale Capital Corp.21,418$4.63M0.13%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,412$4.49M0.01%+11,94713F-HRTimeline
Concentrum Wealth Management20,565$4.44M1.31%-52713F-HRTimeline
SFMG, LLC20,008$4.32M0.3%-1,27913F-HRTimeline
NWM ADVISORS, LLC19,739$4.26M3.88%-74213F-HRTimeline
Prospera Financial Services Inc19,397$4.19M0.07%+88113F-HRTimeline
Holistic Financial Partners19,395$4.19M1.56%+52313F-HRTimeline
Focus Financial Network, Inc.18,608$4.02M0.14%+2,51313F-HRTimeline
HRT FINANCIAL LP18,339$3.96M0.01%+15,35913F-HRTimeline
Atria Investments, Inc17,780$3.84M0.04%-4,21013F-HRTimeline
OneDigital Investment Advisors LLC17,467$3.77M0.04%+13113F-HRTimeline
Sun Financial Inc12,626$3.72M1.86%-50113F-HRTimeline
MML INVESTORS SERVICES, LLC16,777$3.62M0.01%-2,47313F-HRTimeline
Journey Beyond Wealth, LLC16,321$3.52M3.03%+1,55413F-HRTimeline
Snowden Capital Advisors LLC16,212$3.5M0.09%+1,42713F-HRTimeline
Independent Wealth Network Inc.15,451$3.34M0.99%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,817$3.2M0.07%-1,33313F-HR/ATimeline
Belpointe Asset Management LLC14,709$3.18M0.12%-68913F-HRTimeline
MTM Investment Management, LLC14,405$3.11M0.99%013F-HRTimeline
IFP Advisors, Inc14,264$3.08M0.06%+2,00713F-HRTimeline
D.A. DAVIDSON & CO.14,009$3.03M0.02%-74213F-HRTimeline
Sowell Financial Services LLC13,851$2.99M0.11%-1,76413F-HRTimeline
PCG Wealth Advisors, LLC13,823$2.99M0.75%-10613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,712$2.96M0.03%+13213F-HRTimelineGroup
AE Wealth Management LLC13,643$2.95M0.02%-11213F-HRTimeline
Ausdal Financial Partners, Inc.13,465$2.91M0.13%-15513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13,100$2.83M<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.13,071$2.82M0.07%-7413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,780$2.76M0.03%+12813F-HRTimelineGroup
Delos Wealth Advisors, LLC12,643$2.73M1.56%+54413F-HRTimeline
Steward Partners Investment Advisory, L…12,359$2.67M0.01%+7,12613F-HRTimeline
Ayalon Insurance Comp Ltd.12,356$2.67M0.55%013F-HRTimeline
World Investment Advisors12,338$2.66M0.04%+16413F-HRTimeline
Wealthfront Advisers LLC12,002$2.59M0.01%-52813F-HRTimeline
BBR PARTNERS, LLC11,888$2.57M0.14%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC11,666$2.52M0.1%-14,34613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,334$2.45M<0.01%+97813F-HRTimelineGroup
B&D White Capital Company, LLC11,147$2.41M0.3%013F-HRTimeline
Novak & Powell Financial Services, Inc.10,867$2.35M1.26%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,853$2.34M<0.01%+60113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,772$2.33M<0.01%+5013F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC10,676$2.31M0.8%+67113F-HRTimeline
Z3 Capital Partners, LLC10,396$2.25M0.57%-40513F-HRTimeline
TradeWell Securities, LLC.10,285$2.22M0.93%+72813F-HRTimeline
Santori & Peters, Inc.10,113$2.18M0.68%+8013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,872$2.13M0.03%+32113F-HRTimelineGroup
Regal Investment Advisors LLC9,740$2.1M0.12%-54413F-HRTimeline
Plotkin Financial Advisors, LLC9,663$2.09M1.05%-30913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,466$2.04M0.11%+6113F-HRTimeline
Arkadios Wealth Advisors9,456$2.04M0.03%-1,27013F-HRTimeline
Financial Partners Group, Inc8,561$1.85M0.22%013F-HRTimeline
WEDBUSH SECURITIES INC8,459$1.83M0.05%-11113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,423$1.82M0.1%+43613F-HRTimelineGroup
Summit Financial, LLC8,342$1.8M0.02%-78113F-HRTimeline
Paragon Private Wealth Management, LLC8,335$1.8M0.56%-11613F-HRTimeline
Aurora Private Wealth, Inc.7,749$1.78M1.27%-1,71713F-HRTimeline
RFG Advisory, LLC8,044$1.74M0.03%-2,79913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7,617$1.65M0.36%+15413F-HRTimeline
Rollins Financial Advisors, LLC7,514$1.62M0.26%-1013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,493$1.62M<0.01%+1,76813F-HRTimeline
HighTower Advisors, LLC7,355$1.59M<0.01%-1,21913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,313$1.58M<0.01%-88613F-HRTimelineGroup
Diversified Enterprises, LLC7,307$1.58M0.09%013F-HRTimeline
FMR LLCin group FMR LLC7,297$1.58M<0.01%+50913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,842$1.5M0.1%-61613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,839$1.48M0.01%+42313F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,629$1.43M<0.01%13F-HRTimelineGroup
Chicago Partners Investment Group LLC5,458$1.4M0.03%+5413F-HRTimeline
Kingsview Wealth Management, LLC6,424$1.39M0.02%+34613F-HRTimeline
Midwest Financial Network, LLC6,395$1.38M1.1%-75713F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,151$1.33M0.09%-513F-HRTimeline
BLAIR WILLIAM & CO/IL6,066$1.31M<0.01%013F-HRTimeline
Apeiron RIA LLC6,020$1.3M0.3%-90013F-HRTimeline
Jacobi Capital Management LLC5,994$1.29M0.07%-22713F-HRTimeline
Pacific Sun Financial Corp5,927$1.28M0.62%+9013F-HRTimeline
Kraft, Davis & Associates, LLC4,786$1.27M0.27%-56,92113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,825$1.26M<0.01%+1,05013F-HRTimelineGroup
Elser Financial Planning, Inc5,783$1.25M0.06%013F-HRTimeline
Sound Income Strategies, LLC5,709$1.25M0.06%-21713F-HRTimeline
HBW ADVISORY SERVICES LLC5,687$1.23M0.13%+20113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…5,668$1.22M0.01%+2,33213F-HRTimelineGroup
NewEdge Wealth, LLC5,478$1.18M0.01%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC5,460$1.18M0.7%+23213F-HRTimeline
McKinley Carter Wealth Services, Inc.5,134$1.11M0.06%-3313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,062$1.09M0.02%-46813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…4,704$1.02M0.01%+1,78413F-HRTimelineGroup
Asset Dedication, LLC4,296$928K0.06%013F-HRTimeline
Sensible Money, LLC4,266$921K0.28%013F-HRTimeline
Kesler, Norman & Wride, LLC4,150$896K0.15%-13913F-HRTimeline
Cresset Asset Management, LLC4,136$893K<0.01%013F-HRTimeline
Parallel Advisors, LLC4,072$880K0.02%+72213F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…4,057$876K0.27%-10013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.4,031$871K0.92%+2,09713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,022$869K0.01%-22713F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co3,915$845K0.04%-19613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,881$838K0.02%-48713F-HRTimelineGroup
Nilsine Partners, LLC3,117$816K0.06%-2,83613F-HRTimeline
Decker Wealth Management LLC3,771$814K0.18%013F-HRTimeline
Eagle Wealth Advisors LLC3,753$811K0.75%013F-HRTimeline
IHT Wealth Management, LLC3,713$802K0.02%+11213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,691$797K<0.01%-4,77713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,669$792K+1,605Timeline
PFG Advisors3,614$781K0.04%-15713F-HRTimeline
Total Clarity Wealth Management, Inc.3,611$780K0.18%-11513F-HRTimeline
&PARTNERS3,550$767K<0.01%+1,66913F-HRTimeline
Evelyn Partners Investment Management (…3,547$766K0.26%-17013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,633$752K0.05%-613F-HRTimeline
Kirkwood Financial Services3,474$750K0.26%-3513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,462$748K0.04%+28513F-HRTimeline
Orion Porfolio Solutions, LLC3,424$740K0.01%+23313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,348$723K0.01%-613F-HRTimelineGroup
Sanctuary Advisors, LLC3,340$721K<0.01%+36013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,110$716K<0.01%+24713F-HRTimelineGroup
Dorsey Wright & Associates3,286$710K0.09%new13F-HRTimeline
Castle Rock Wealth Management, LLC3,204$704K0.15%013F-HRTimeline
United Advisor Group, LLC3,255$703K0.09%+16713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,176$686K0.02%-14313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management3,166$684K0.01%-2613F-HRTimelineGroup
Keystone Wealth Services, LLC3,068$663K0.14%new13F-HRTimeline
Robertson Stephens Wealth Management, L…3,060$661K0.02%+113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,452$643K0.01%+53213F-HRTimelineGroup
Register Financial Advisors LLC2,950$637K0.24%+6013F-HRTimeline
Triumph Capital Management2,946$636K0.13%+2,64913F-HRTimeline
AMJ Financial Wealth Management2,945$636K0.15%+30413F-HRTimeline
Stonebridge Financial Planning Group, L…2,934$634K0.23%-11913F-HRTimeline
MGO ONE SEVEN LLC2,880$622K0.01%new13F-HRTimeline
Peterson Wealth Advisors, LLC2,761$596K0.08%+1213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM2,737$591K0.09%-2,49913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,638$570K<0.01%+1,43213F-HRTimelineGroup
NOVEM GROUP2,627$567K0.07%new13F-HRTimeline
Eddie Patel Inc2,626$567K0.44%-4013F-HRTimeline
EQUITABLE TRUST CO2,600$562K0.03%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,566$554K0.01%+20913F-HRTimelineGroup
Cornerstone Wealth Management, LLC2,495$539K0.03%-31013F-HRTimeline
Welch & Forbes LLC2,493$538K0.01%013F-HRTimeline
Modern Wealth Management, LLC2,443$535K0.01%+4213F-HRTimeline
Fingerlakes Wealth Management, Inc.2,463$532K0.35%+413F-HRTimeline
Accel Wealth Management2,416$522K0.14%-1,17713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,313$500K0.04%-2013F-HRTimeline
CoreCap Advisors, LLC2,300$497K0.02%-8513F-HRTimeline
Arax Advisory Partners2,268$490K0.01%-64013F-HRTimeline
CX Institutional2,253$487K0.01%-11413F-HRTimeline
Betterment LLC2,236$483K<0.01%013F-HRTimeline
BlueChip Wealth Advisors LLC2,235$483K0.21%013F-HRTimeline
Argent Trust Co2,225$481K0.02%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,168$468K<0.01%+1,18113F-HRTimelineGroup
Beaton Management Co. Inc.2,150$464K0.21%013F-HRTimeline
Cordgrass Capital Advisors, LLC2,140$462K0.11%013F-HRTimeline
Farther Finance Advisors, LLC2,101$460K<0.01%-2,57713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,063$458K0.01%-1013F-HRTimeline
DAVENPORT & Co LLC2,109$456K<0.01%013F-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