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

Accel 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
2023 Q2	–	Sell	-536	Closed	-$61.1K	–	419
2023 Q1	$61.1K	Hold	536	–	–	0.03%	430
2022 Q4	$50.7K	Hold	536	–	–	0.02%	357
2022 Q3	$52K	Hold	536	–	–	0.03%	352
2022 Q2	$54K	Hold	536	–	–	0.03%	333
2022 Q1	$66K	Sell	536 -347	-39%	-$42.1K	0.03%	314
2021 Q4	$120K	Buy	883 +53	+6%	+$6.88K	0.06%	235
2021 Q3	$98K	Sell	830 -96	-10%	-$11.8K	0.06%	221
2021 Q2	$109K	Buy	926 +1	+0.1%	+$111	0.07%	224
2021 Q1	$98K	Hold	925	–	–	0.08%	219
2020 Q4	$97K	Buy	+925	New	+$89.9K	0.09%	207

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accel Wealth Management's FTEC Position: Q2 2023 in Review

Accel Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2023, closing a stake of 536 shares — an estimated $61.1K sold.

Accel Wealth Management first reported a position in FTEC in Q4 2020 and held it in 10 quarters. The position peaked at $120K in Q4 2021. 372 funds tracked by Wall St. Rank hold FTEC as of Q2 2023.

Accel Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 536 Fidelity MSCI Information Technology Index ETF shares in Q2 2023, an estimated $61.1K.
Accel Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $120K in Q4 2021.
372 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.