Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BFC
Bedel Financial Consulting’s
Fidelity MSCI Information Technology Index ETF
FTEC
Stock Holding History
Bedel Financial Consulting’s Portfolio
FTEC Stock Details
FTEC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-74
Closed
-$9K
–
438
2022
Q1
$9K
Hold
74
–
–
﹤0.01%
687
2021
Q4
$10K
Hold
74
–
–
﹤0.01%
683
2021
Q3
$9K
Hold
74
–
–
﹤0.01%
688
2021
Q2
$9K
Hold
74
–
–
﹤0.01%
689
2021
Q1
$8K
Sell
74
-92
-55%
-$9.78K
﹤0.01%
669
2020
Q4
$17K
Hold
166
–
–
0.01%
467
2020
Q3
$15K
Hold
166
–
–
0.01%
458
2020
Q2
$14K
Hold
166
–
–
0.01%
440
2020
Q1
$10K
Sell
166
-52
-24%
-$3.73K
0.01%
472
2019
Q4
$16K
Hold
218
–
–
0.01%
428
2019
Q3
$14K
Hold
218
–
–
0.01%
432
2019
Q2
$14K
Hold
218
–
–
0.01%
436
2019
Q1
$13K
Hold
218
–
–
0.01%
450
2018
Q4
$11K
Sell
218
-192
-47%
-$10.3K
0.01%
443
2018
Q3
$23K
Buy
410
+8
+2%
+$469
0.02%
363
2018
Q2
$22K
Buy
+402
New
+$21.9K
0.02%
365
Other funds holding FTEC
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
FSC
Full Sail Capital
Oklahoma City, Oklahoma
$1.81B AUM
10.99%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close