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

Aspire 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 Q3	–	Sell	-430	Closed	-$41K	–	175
2022 Q2	$41K	Sell	430 -286	-40%	-$30.5K	0.04%	121
2022 Q1	$88K	Sell	716 -283	-28%	-$34.3K	0.07%	105
2021 Q4	$135K	Buy	+999	New	+$130K	0.11%	98

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 $71.6B AUM 21.08% 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 $374B AUM 17.66% 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

Aspire Wealth Management's FTEC Position: Q3 2022 in Review

Aspire Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2022, closing a stake of 430 shares — an estimated $41K sold.

Aspire Wealth Management first reported a position in FTEC in Q4 2021 and held it in 3 quarters. The position peaked at $135K in Q4 2021. 298 funds tracked by Wall St. Rank hold FTEC as of Q3 2022.

Aspire Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2022 after selling out during the quarter.
Aspire Wealth Management sold 430 Fidelity MSCI Information Technology Index ETF shares in Q3 2022, an estimated $41K.
Aspire Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 3 quarters.
Aspire Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $135K in Q4 2021.
298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2022.

Based on Aspire Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.