BC
FTEC icon

Bartlett & Co’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bartlett & Co’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
2023
Q4 		– Sell
-30
Closed -$4K – 1224
2023
Q3 		$4K Hold
30
– – ﹤0.01% 1014
2023
Q2 		$4K Buy
+30
New +$3.56K ﹤0.01% 1006
2021
Q4 		– Sell
-148
Closed -$18K – 570
2021
Q3 		$18K Buy
+148
New +$18.1K ﹤0.01% 642

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bartlett & Co's FTEC Position: Q4 2023 in Review

Bartlett & Co sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2023, closing a stake of 30 shares — an estimated $4K sold.

Bartlett & Co first reported a position in FTEC in Q3 2021 and held it in 3 quarters. The position peaked at $18K in Q3 2021. 419 funds tracked by Wall St. Rank hold FTEC as of Q4 2023.

  • Bartlett & Co reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2023 after selling out during the quarter.
  • Bartlett & Co sold 30 Fidelity MSCI Information Technology Index ETF shares in Q4 2023, an estimated $4K.
  • Bartlett & Co first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2021 and held it in 3 quarters.
  • Bartlett & Co's Fidelity MSCI Information Technology Index ETF position peaked at $18K in Q3 2021.
  • 419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.