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

Atlas Private 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
2024
Q1 		$1.4M Sell
9,008
-425
-5% -$64K 0.59% 57
2023
Q4 		$1.36M Buy
9,433
+47
+0.5% +$6.22K 0.64% 54
2023
Q3 		$1.15M Sell
9,386
-845
-8% -$109K 0.62% 59
2023
Q2 		$1.34M Buy
10,231
+245
+2% +$29.1K 0.7% 51
2023
Q1 		$1.14M Buy
9,986
+249
+3% +$26K 0.68% 52
2022
Q4 		$920K Sell
9,737
-4,809
-33% -$464K 0.42% 58
2022
Q3 		$1.32M Buy
14,546
+577
+4% +$60K 0.96% 31
2022
Q2 		$1.35M Buy
13,969
+241
+2% +$25.7K 0.92% 31
2022
Q1 		$1.69M Sell
13,728
-57
-0.4% -$6.92K 0.98% 30
2021
Q4 		$1.87M Buy
13,785
+37
+0.3% +$4.8K 1.04% 27
2021
Q3 		$1.63M Sell
13,748
-393
-3% -$48.1K 1% 29
2021
Q2 		$1.67M Sell
14,141
-607
-4% -$67.7K 1.03% 30
2021
Q1 		$1.56M Sell
14,748
-3,323
-18% -$353K 1% 30
2020
Q4 		$1.89M Buy
18,071
+1,466
+9% +$143K 1.35% 23
2020
Q3 		$1.53M Buy
16,605
+838
+5% +$74.6K 1.2% 26
2020
Q2 		$1.3M Sell
15,767
-1,731
-10% -$128K 1.04% 27
2020
Q1 		$1.1M Sell
17,498
-98
-0.6% -$7.03K 1.01% 27
2019
Q4 		$1.27M Buy
+17,596
New +$1.19M 0.98% 29

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Atlas Private Wealth Management's FTEC Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.5% in Q1 2024, selling an estimated $64K and leaving 9,008 shares worth $1.4M. The position accounts for 0.59% of the portfolio, ranked #57.

Atlas Private Wealth Management first reported a position in FTEC in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.89M in Q4 2020. 430 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

  • Atlas Private Wealth Management held 9,008 shares of Fidelity MSCI Information Technology Index ETF worth $1.4M as of Q1 2024.
  • Atlas Private Wealth Management sold 425 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $64K.
  • Fidelity MSCI Information Technology Index ETF made up 0.59% of Atlas Private Wealth Management's portfolio in Q1 2024, its #57 holding.
  • Atlas Private Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.89M in Q4 2020.
  • 430 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.