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

Align 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
2022
Q4 		$58.2K Buy
+640
New +$61.8K 0.05% 51

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Align Wealth Management's FTEC Position: Q4 2022 in Review

Align Wealth Management opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2022: 640 shares worth $58.2K. The stake represents 0.05% of the portfolio and ranks #51 among its holdings.

322 funds tracked by Wall St. Rank hold FTEC as of Q4 2022.

  • Align Wealth Management held 640 shares of Fidelity MSCI Information Technology Index ETF worth $58.2K as of Q4 2022.
  • Fidelity MSCI Information Technology Index ETF was a new Align Wealth Management position in Q4 2022.
  • Fidelity MSCI Information Technology Index ETF made up 0.05% of Align Wealth Management's portfolio in Q4 2022, its #51 holding.
  • 322 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.