APWA
FTEC icon

Atlas Private Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Atlas Private Wealth Advisors’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
Q2 		– Sell
-296
Closed -$31K – 834
2021
Q1 		$31K Buy
+296
New +$31.5K 0.02% 296

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Atlas Private Wealth Advisors's FTEC Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2021, closing a stake of 296 shares — an estimated $31K sold.

Atlas Private Wealth Advisors first reported a position in FTEC in Q1 2021 and held it in 1 quarter. The position peaked at $31K in Q1 2021. 298 funds tracked by Wall St. Rank hold FTEC as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 296 Fidelity MSCI Information Technology Index ETF shares in Q2 2021, an estimated $31K.
  • Atlas Private Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $31K in Q1 2021.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.