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Able Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Able Wealth Management’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,317
Closed -$226K – 91
2024
Q2 		$226K Sell
1,317
-161
-11% -$25.5K 0.19% 77
2024
Q1 		$230K Sell
1,478
-16
-1% -$2.41K 0.2% 80
2023
Q4 		$215K Buy
+1,494
New +$198K 0.19% 71

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Able Wealth Management's FTEC Position: Q3 2024 in Review

Able Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2024, closing a stake of 1,317 shares — an estimated $226K sold.

Able Wealth Management first reported a position in FTEC in Q4 2023 and held it in 3 quarters. The position peaked at $230K in Q1 2024. 447 funds tracked by Wall St. Rank hold FTEC as of Q3 2024.

  • Able Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2024 after selling out during the quarter.
  • Able Wealth Management sold 1,317 Fidelity MSCI Information Technology Index ETF shares in Q3 2024, an estimated $226K.
  • Able Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and held it in 3 quarters.
  • Able Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $230K in Q1 2024.
  • 447 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2024.

Based on Able Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.