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

Beacon Financial 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
2021
Q2 		– Sell
-1,985
Closed -$210K – 226
2021
Q1 		$210K Buy
+1,985
New +$211K 0.12% 205

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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

Beacon Financial Advisory's FTEC Position: Q2 2021 in Review

Beacon Financial Advisory sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2021, closing a stake of 1,985 shares — an estimated $210K sold.

Beacon Financial Advisory first reported a position in FTEC in Q1 2021 and held it in 1 quarter. The position peaked at $210K in Q1 2021. 298 funds tracked by Wall St. Rank hold FTEC as of Q2 2021.

  • Beacon Financial Advisory reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2021 after selling out during the quarter.
  • Beacon Financial Advisory sold 1,985 Fidelity MSCI Information Technology Index ETF shares in Q2 2021, an estimated $210K.
  • Beacon Financial Advisory first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 1 quarter.
  • Beacon Financial Advisory's Fidelity MSCI Information Technology Index ETF position peaked at $210K in Q1 2021.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2021.

Based on Beacon Financial Advisory's 13F filing for Q2 2021, filed 14 Jul 2021.