Benjamin F. Edwards & Company’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$2.28M	Buy	13,308 +778	+6%	+$123K	0.04%	348
2024 Q1	$1.95M	Buy	12,530 +1,804	+17%	+$272K	0.04%	365
2023 Q4	$1.54M	Buy	10,726 +304	+3%	+$40.3K	0.03%	392
2023 Q3	$1.28M	Sell	10,422 -662	-6%	-$85.2K	0.05%	319
2023 Q2	$1.45M	Buy	11,084 +1,128	+11%	+$134K	0.06%	299
2023 Q1	$1.13M	Buy	9,956 +108	+1%	+$11.3K	0.05%	311
2022 Q4	$931K	Buy	+9,848	New	+$951K	0.04%	338
2021 Q1	–	Sell	-23	Closed	-$2K	–	1694
2020 Q4	$2K	Buy	+23	New	+$2.24K	﹤0.01%	1527
2020 Q1	–	Sell	-90	Closed	-$7K	–	1771
2019 Q4	$7K	Hold	90	–	–	﹤0.01%	1511
2019 Q3	$6K	Hold	90	–	–	﹤0.01%	1526
2019 Q2	$6K	Hold	90	–	–	﹤0.01%	1557
2019 Q1	$5K	Hold	90	–	–	﹤0.01%	1487
2018 Q4	$4K	Buy	+90	New	+$4.83K	﹤0.01%	1505

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Benjamin F. Edwards & Company's FTEC Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 6.2% in Q2 2024, buying an estimated $123K and bringing the position to 13,308 shares worth $2.28M. The position accounts for 0.04% of the portfolio, ranked #348.

Benjamin F. Edwards & Company first reported a position in FTEC in Q4 2018 and has held it in 13 quarters since. 432 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

Benjamin F. Edwards & Company held 13,308 shares of Fidelity MSCI Information Technology Index ETF worth $2.28M as of Q2 2024.
Benjamin F. Edwards & Company bought 778 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $123K.
Fidelity MSCI Information Technology Index ETF made up 0.04% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #348 holding.
Benjamin F. Edwards & Company first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 13 quarters since.
432 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.