BWM
FTEC icon

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

BNC 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
2020
Q4 		– Sell
-100
Closed -$9K – 240
2020
Q3 		$9K Buy
+100
New +$8.9K 0.01% 315

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

BNC Wealth Management's FTEC Position: Q4 2020 in Review

BNC Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2020, closing a stake of 100 shares — an estimated $9K sold.

BNC Wealth Management first reported a position in FTEC in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 290 funds tracked by Wall St. Rank hold FTEC as of Q4 2020.

  • BNC Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 100 Fidelity MSCI Information Technology Index ETF shares in Q4 2020, an estimated $9K.
  • BNC Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $9K in Q3 2020.
  • 290 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.