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QTEC

First Trust NASDAQ-100-Technology Sector Index Fund (QTEC)

$193.02

Delayed price

PASS

BUY Advisory
Profitable SELL
Loss-Inducing SELL

Profit
Loss
Pass (Skip investing)

Time period over

ALL
YEAR
MONTH
WEEK

Upturn Advisory Summary

01/16/2025: QTEC (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF

Historic Profit 15.63%

Avg. Invested days 64

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

2.0

ETF Returns Performance

3.0

Profits based on simulation

Last Close 01/16/2025

Key Highlights

Volume (30-day avg) 142683	Beta 1.37	52 Weeks Range 164.27 - 206.52	Updated Date 01/22/2025
52 Weeks Range 164.27 - 206.52	Updated Date 01/22/2025

AI Summary

ETF First Trust NASDAQ-100-Technology Sector Index Fund

Profile

Main Overview:

Ticker: QTEC
Expense Ratio: 0.58%
Fund Family: First Trust
Target Sector: Technology in the NASDAQ-100
Investment Strategy: Tracks the NASDAQ-100 Technology Sector Index
Composition: 100% equities – primarily tech giant holdings (Google, Microsoft, Nvidia)

Objectives

The primary investment goal is to provide investment opportunity that mimics the price return and performance of Tech 100 Index before fees and expenses. Investment in QTEC aims to deliver potential long-term capital growth primarily through equity dividends and capital appreciation. To ensure tracking objectives are met, QTEC passively manages index-type portfolio construction.

Market Data Insights (November 2023):

Total Net Assets: $4.1 Billion
Moat: QTEC’s index-following framework provides low portfolio turnover ratios, enhancing tax considerations.
Average Daily Volume(3 mos.): 346.9k trading units 11M dollar's worth
Market Share: Estimated at 4 % within Technology/Communication Services ETFs
Liquidity concerns were raised in some reports (e.g., ETFdb.co-m), although average daily volumes increased in November 2023

Financial Performance:

Year High/Low (29/11): 85.34/803
Year-to-date (+22 % ) out performing its benchmark by slightly over 1%.

Resources:

Information was collected (November 2023) mainly from:

First Trust website: https://www.ftportfolios.com/resources/etf/etfview/QTEC2
Yahoo Market Summary:
https://finance.yahoo.com - https://www.nasdaq.com/market-activity/etfs/qtec
ETF DB.com reports of November for liquidity concerns: https://etfdb.com/news/611361/first-trust-nasdaq-100-technology-index/

Disclaimers: No financial advice. Due diligence advised. I have only an overview of financial info and am not professional.

Further Considerations Before Any Decisions regarding QTEC

Risks: Like most market-related investments QTEC comes

   with, but isn't limited to, these risks: Market volatility-driven portfolio, Market downturns and potential investor financial  loss, Sector limitations – (QTEC exclusively 
   Technology/ Tech giant dependent), Expense Fees erosion

Evaluation: AI based rating systems depend heavily

          on dataset selection. An evaluation would require a specific AI   model which is outside purview. A fundamental rating based on the provided         
          factors would depend too critically on individual priorities regarding risk tolerance, investment goals which makes it unfeasible here at present.&#x20;

Is there any further information regarding QTEC or any other Investment opportunity(ies) your interested me to research and compile summaries about on your behalf?

About First Trust NASDAQ-100-Technology Sector Index Fund

Exchange NASDAQ	Headquaters -
IPO Launch date -	CEO -
Sector -	Industry -	Full time employees -	Website
Full time employees -	Website

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is an equal-weighted index composed of the securities comprising the NASDAQ-100 Index® that are classified as technology according to the Industry Classification Benchmark classification system.

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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.