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Axiom Advisory’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Axiom Advisory’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
Q3 		$1.38M Buy
8,192
+152
+2% +$25.7K 0.01% 141
2024
Q2 		$1.27M Buy
+8,040
New +$1.27M 0.01% 139

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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 $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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axiom Advisory's FTEC Position: Q3 2024 in Review

Axiom Advisory increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.9% in Q3 2024, buying an estimated $25.7K and bringing the position to 8,192 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #141.

Axiom Advisory first reported a position in FTEC in Q2 2024 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold FTEC as of Q3 2024.

  • Axiom Advisory held 8,192 shares of Fidelity MSCI Information Technology Index ETF worth $1.38M as of Q3 2024.
  • Axiom Advisory bought 152 Fidelity MSCI Information Technology Index ETF shares in Q3 2024, an estimated $25.7K.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #141 holding.
  • Axiom Advisory first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.