TRUST CO OF OKLAHOMA QTEC — FIRST TRUST NASDQ 100 TECH I

Ownership history in TRUST CO OF OKLAHOMA  ·  6 quarters on record

AI Ownership Summary

TRUST CO OF OKLAHOMA reported FIRST TRUST NASDQ 100 TECH I (QTEC) in 6 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.36% in 2024 Q2. The latest visible filing shows QTEC at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QTEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRUST CO OF OKLAHOMA's position in FIRST TRUST NASDQ 100 TECH I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

QTEC was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QTEC stock page TRUST CO OF OKLAHOMA fund profile TRUST CO OF OKLAHOMA full holdings
How TRUST CO OF OKLAHOMA held QTEC — position size vs. price
% of Fund (quarterly)    QTEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,869 -1,701 -30.5% 0.33% $1.3M 2026-07-14 $316.11
2025 Q1 ADDED — — — 5,570 +432 +8.4% 0.33% $967K 2025-04-15 $166.01
2024 Q4 UNCHANGED — — — 5,138 — 0% 0.31% $967K 2025-01-17 $196.60
2024 Q3 UNCHANGED — — — 5,138 — 0% 0.32% $983K 2024-10-15 $193.73
2024 Q2 UNCHANGED — — — 5,138 — 0% 0.36% $1.0M 2024-07-23 $194.60
2024 Q1 INITIATED — — — 5,138 — — 0.35% $980K 2024-04-19 $173.88

🏢 Other funds also holding QTEC

As of 2026 Q2 — sorted by position size

Maxele Advisors, LLC 6.8% NWM ADVISORS, LLC 5.14% Mainsail Financial Group, LLC 3Y 4.49% Journey Beyond Wealth, LLC 4.06% Southland Equity Partners LLC 3.55% Aurora Private Wealth, Inc. 3Y 2.27% Delos Wealth Advisors, LLC 3Y 2.19% Holistic Financial Partners 3Y 7Y 2.12% RVW Wealth, LLC 3Y 7Y 1.84% Sun Financial Inc 1.77%

FAQ About TRUST CO OF OKLAHOMA and QTEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRUST CO OF OKLAHOMA reported owning QTEC?

TRUST CO OF OKLAHOMA reported QTEC across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported QTEC position in TRUST CO OF OKLAHOMA's portfolio?

The largest reported portfolio weight for QTEC was 0.36% in 2024 Q2.

What is the latest reported QTEC position on this page?

The most recent filing on this page is 2026 Q2, when TRUST CO OF OKLAHOMA reported 3,869 shares, equal to 0.33% of portfolio, with an estimated market value of $1.3M.

What does the chart on this QTEC ownership page compare?

The chart compares TRUST CO OF OKLAHOMA's quarterly QTEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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