BerganKDV Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

BerganKDV Wealth Management’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	-40	Closed	-$5K	–	1000
2022 Q1	$5K	Buy	+40	New	+$4.85K	﹤0.01%	722
2020 Q3	–	Sell	-386	Closed	-$32K	–	940
2020 Q2	$32K	Buy	+386	New	+$28.5K	0.01%	402
2019 Q3	–	Sell	-7	Closed	–	–	709
2019 Q2	$0	Hold	7	–	–	﹤0.01%	744
2019 Q1	$0	Hold	7	–	–	﹤0.01%	738
2018 Q4	$0	Buy	7 +5	+250%	+$268	﹤0.01%	702
2018 Q3	$0	Hold	2	–	–	﹤0.01%	626
2018 Q2	$0	Buy	+2	New	+$109	﹤0.01%	646

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

BerganKDV Wealth Management's FTEC Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2022, closing a stake of 40 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in FTEC in Q2 2018 and held it in 7 quarters. The position peaked at $32K in Q2 2020. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

BerganKDV Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 40 Fidelity MSCI Information Technology Index ETF shares in Q2 2022, an estimated $5K.
BerganKDV Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and held it in 7 quarters.
BerganKDV Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $32K in Q2 2020.
309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.