AGF Investments LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

AGF Investments LLC’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
2022 Q3	–	Sell	-38	Closed	-$4K	–	338
2022 Q2	$4K	Hold	38	–	–	﹤0.01%	361
2022 Q1	$5K	Hold	38	–	–	﹤0.01%	407
2021 Q4	$5K	Hold	38	–	–	﹤0.01%	408
2021 Q3	$5K	Hold	38	–	–	﹤0.01%	399
2021 Q2	$4K	Buy	38 +3	+9%	+$334	﹤0.01%	408
2021 Q1	$4K	Hold	35	–	–	﹤0.01%	397
2020 Q4	$4K	Hold	35	–	–	﹤0.01%	485
2020 Q3	$3K	Hold	35	–	–	﹤0.01%	504
2020 Q2	$3K	Hold	35	–	–	﹤0.01%	537
2020 Q1	$2K	Sell	35 -26	-43%	-$1.87K	﹤0.01%	564
2019 Q4	$4K	Hold	61	–	–	﹤0.01%	576
2019 Q3	$4K	Hold	61	–	–	﹤0.01%	571
2019 Q2	$4K	Hold	61	–	–	﹤0.01%	600
2019 Q1	$4K	Buy	61 +49	+408%	+$2.69K	﹤0.01%	593
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	675
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	821
2018 Q2	$1	Buy	12 +6	+100%	+$327	﹤0.01%	818
2018 Q1	$0	Buy	+6	New	+$318	﹤0.01%	729

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FSC

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AGF Investments LLC's FTEC Position: Q3 2022 in Review

AGF Investments LLC sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2022, closing a stake of 38 shares — an estimated $4K sold.

AGF Investments LLC first reported a position in FTEC in Q1 2018 and held it in 18 quarters. The position peaked at $5K in Q1 2022. 298 funds tracked by Wall St. Rank hold FTEC as of Q3 2022.

AGF Investments LLC reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2022 after selling out during the quarter.
AGF Investments LLC sold 38 Fidelity MSCI Information Technology Index ETF shares in Q3 2022, an estimated $4K.
AGF Investments LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and held it in 18 quarters.
AGF Investments LLC's Fidelity MSCI Information Technology Index ETF position peaked at $5K in Q1 2022.
298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.