Ahrens Investment Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Ahrens Investment Partners’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 Q1	$311K	Buy	2,731 +6	+0.2%	+$627	0.15%	107
2022 Q4	$258K	Sell	2,725 -604	-18%	-$58.3K	0.12%	139
2022 Q3	$303K	Buy	3,329 +7	+0.2%	+$728	0.16%	109
2022 Q2	$321K	Sell	3,322 -6,817	-67%	-$726K	0.14%	119
2022 Q1	$1.25M	Sell	10,139 -1,059	-9%	-$128K	0.39%	55
2021 Q4	$1.52M	Buy	11,198 +978	+10%	+$127K	0.67%	32
2021 Q3	$1.21M	Buy	10,220 +1,134	+12%	+$139K	0.58%	45
2021 Q2	$1.07M	Sell	9,086 -598	-6%	-$66.7K	0.49%	49
2021 Q1	$1.02M	Buy	9,684 +354	+4%	+$37.6K	0.52%	53
2020 Q4	$975K	Buy	9,330 +305	+3%	+$29.7K	0.52%	54
2020 Q3	$831K	Sell	9,025 -6,176	-41%	-$550K	0.55%	46
2020 Q2	$1.25M	Buy	15,201 +1,338	+10%	+$98.7K	0.76%	38
2020 Q1	$869K	Sell	13,863 -1,347	-9%	-$96.6K	0.62%	40
2019 Q4	$1.1M	Sell	15,210 -293	-2%	-$19.9K	0.46%	54
2019 Q3	$989K	Buy	15,503 +433	+3%	+$27.6K	0.44%	54
2019 Q2	$939K	Buy	15,070 +1,206	+9%	+$73.5K	0.43%	50
2019 Q1	$822K	Sell	13,864 -194	-1%	-$10.7K	0.37%	51
2018 Q4	$692K	Sell	14,058 -754	-5%	-$40.5K	0.32%	63
2018 Q3	$892K	Buy	14,812 +2,071	+16%	+$121K	0.34%	63
2018 Q2	$704K	Buy	12,741 +4,283	+51%	+$234K	0.29%	67
2018 Q1	$439K	Buy	8,458 +543	+7%	+$28.8K	0.19%	81
2017 Q4	$396K	Buy	7,915 +900	+13%	+$44.3K	0.16%	87
2017 Q3	$324K	Buy	7,015 +227	+3%	+$10.2K	0.14%	96
2017 Q2	$290K	Buy	+6,788	New	+$290K	0.13%	98

Other funds holding FTEC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Ahrens Investment Partners's FTEC Position: Q1 2023 in Review

Ahrens Investment Partners increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.22% in Q1 2023, buying an estimated $627 and bringing the position to 2,731 shares worth $311K. The position accounts for 0.15% of the portfolio, ranked #107.

Ahrens Investment Partners first reported a position in FTEC in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.52M in Q4 2021. 335 funds tracked by Wall St. Rank hold FTEC as of Q1 2023.

Ahrens Investment Partners held 2,731 shares of Fidelity MSCI Information Technology Index ETF worth $311K as of Q1 2023.
Ahrens Investment Partners bought 6 Fidelity MSCI Information Technology Index ETF shares in Q1 2023, an estimated $627.
Fidelity MSCI Information Technology Index ETF made up 0.15% of Ahrens Investment Partners's portfolio in Q1 2023, its #107 holding.
Ahrens Investment Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2017 and has held it in 24 quarters since.
Ahrens Investment Partners's Fidelity MSCI Information Technology Index ETF position peaked at $1.52M in Q4 2021.
335 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.