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Acorn Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-159
Closed -$8K – 625
2018
Q1 		$8K Buy
+159
New +$8.43K 0.01% 547

Other funds holding FTEC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Acorn Wealth Advisors's FTEC Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2018, closing a stake of 159 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in FTEC in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 134 funds tracked by Wall St. Rank hold FTEC as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 159 Fidelity MSCI Information Technology Index ETF shares in Q2 2018, an estimated $8K.
  • Acorn Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and held it in 1 quarter.
  • Acorn Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $8K in Q1 2018.
  • 134 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.