Asset Planning Services (Pennsylvania)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-1,036	Closed	-$66K	–	136
2019 Q3	$66K	Buy	1,036 +3	+0.3%	+$191	0.03%	119
2019 Q2	$64K	Buy	1,033 +3	+0.3%	+$183	0.03%	118
2019 Q1	$61K	Buy	1,030 +3	+0.3%	+$165	0.03%	116
2018 Q4	$51K	Buy	1,027 +5	+0.5%	+$268	0.03%	121
2018 Q3	$58K	Buy	+1,022	New	+$59.9K	0.03%	117

Other funds holding FTEC

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return