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

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 $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bedel Financial Consulting's FTEC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2022, closing a stake of 74 shares — an estimated $9K sold.

Bedel Financial Consulting first reported a position in FTEC in Q2 2018 and held it in 16 quarters. The position peaked at $23K in Q3 2018. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

Bedel Financial Consulting reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 74 Fidelity MSCI Information Technology Index ETF shares in Q2 2022, an estimated $9K.
Bedel Financial Consulting first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and held it in 16 quarters.
Bedel Financial Consulting's Fidelity MSCI Information Technology Index ETF position peaked at $23K in Q3 2018.
309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.