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

Axxcess 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	–	Sell	-2,333	Closed	-$335K	–	891
2023 Q4	$335K	Buy	2,333 +277	+13%	+$36.7K	0.01%	618
2023 Q3	$253K	Sell	2,056 -929	-31%	-$119K	0.01%	646
2023 Q2	$390K	Buy	2,985 +21	+0.7%	+$2.49K	0.03%	399
2023 Q1	$338K	Buy	+2,964	New	+$310K	0.03%	453
2022 Q4	–	Sell	-7,150	Closed	-$650K	–	629
2022 Q3	$650K	Buy	+7,150	New	+$744K	0.06%	264

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Axxcess Wealth Management's FTEC Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 2,333 shares — an estimated $335K sold.

Axxcess Wealth Management first reported a position in FTEC in Q3 2022 and held it in 5 quarters. The position peaked at $650K in Q3 2022. 430 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

Axxcess Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
Axxcess Wealth Management sold 2,333 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $335K.
Axxcess Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2022 and held it in 5 quarters.
Axxcess Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $650K in Q3 2022.
430 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.