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Advisor Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Advisor Group’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
2019
Q4 		$3.58M Buy
49,361
+12,286
+33% +$832K 0.02% 542
2019
Q3 		$2.37M Buy
37,075
+2,886
+8% +$184K 0.02% 698
2019
Q2 		$2.13M Buy
34,189
+1,373
+4% +$83.7K 0.02% 731
2019
Q1 		$1.95M Buy
32,816
+7,196
+28% +$395K 0.02% 734
2018
Q4 		$1.26M Sell
25,620
-31,098
-55% -$1.67M 0.01% 831
2018
Q3 		$3.42M Buy
56,718
+12,185
+27% +$714K 0.03% 447
2018
Q2 		$2.46M Buy
44,533
+14,728
+49% +$803K 0.03% 475
2018
Q1 		$1.55M Buy
29,805
+23,584
+379% +$1.25M 0.02% 663
2017
Q4 		$312K Buy
6,221
+66
+1% +$3.25K ﹤0.01% 1665
2017
Q3 		$284K Buy
6,155
+50
+0.8% +$2.25K ﹤0.01% 1579
2017
Q2 		$261K Sell
6,105
-460
-7% -$19.7K ﹤0.01% 1589
2017
Q1 		$270K Sell
6,565
-1,001
-13% -$39.7K 0.01% 1454
2016
Q4 		$279K Buy
7,566
+896
+13% +$32.8K 0.01% 1341
2016
Q3 		$244K Buy
6,670
+510
+8% +$17.9K 0.01% 1398
2016
Q2 		$197K Buy
+6,160
New +$201K 0.01% 1476

Other funds holding FTEC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisor Group's FTEC Position: Q4 2019 in Review

Advisor Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 33% in Q4 2019, buying an estimated $832K and bringing the position to 49,361 shares worth $3.58M. The position accounts for 0.02% of the portfolio, ranked #542.

Advisor Group first reported a position in FTEC in Q2 2016 and has held it in 15 quarters since. 206 funds tracked by Wall St. Rank hold FTEC as of Q4 2019.

  • Advisor Group held 49,361 shares of Fidelity MSCI Information Technology Index ETF worth $3.58M as of Q4 2019.
  • Advisor Group bought 12,286 Fidelity MSCI Information Technology Index ETF shares in Q4 2019, an estimated $832K.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #542 holding.
  • Advisor Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2016 and has held it in 15 quarters since.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.