Archford Capital Strategies’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Archford Capital Strategies’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
2021 Q4	–	Sell	-1,690	Closed	-$200K	–	305
2021 Q3	$200K	Sell	1,690 -39	-2%	-$4.78K	0.05%	302
2021 Q2	$204K	Sell	1,729 -158	-8%	-$17.6K	0.05%	293
2021 Q1	$216K	Sell	1,887 -903	-32%	-$96K	0.06%	257
2020 Q4	$295K	Sell	2,790 -30	-1%	-$2.92K	0.07%	235
2020 Q3	$260K	Sell	2,820 -166	-6%	-$14.8K	0.07%	227
2020 Q2	$246K	Buy	+2,986	New	+$220K	0.07%	224

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Archford Capital Strategies's FTEC Position: Q4 2021 in Review

Archford Capital Strategies sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2021, closing a stake of 1,690 shares — an estimated $200K sold.

Archford Capital Strategies first reported a position in FTEC in Q2 2020 and held it in 6 quarters. The position peaked at $295K in Q4 2020. 347 funds tracked by Wall St. Rank hold FTEC as of Q4 2021.

Archford Capital Strategies reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2021 after selling out during the quarter.
Archford Capital Strategies sold 1,690 Fidelity MSCI Information Technology Index ETF shares in Q4 2021, an estimated $200K.
Archford Capital Strategies first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and held it in 6 quarters.
Archford Capital Strategies's Fidelity MSCI Information Technology Index ETF position peaked at $295K in Q4 2020.
347 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2021.

Based on Archford Capital Strategies's 13F filing for Q4 2021, filed 20 Jan 2022.