Buckingham Strategic Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Buckingham Strategic Wealth’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	$289K	Buy	1,687 +97	+6%	+$15.3K	﹤0.01%	611
2024 Q1	$248K	Sell	1,590 -222	-12%	-$33.4K	﹤0.01%	640
2023 Q4	$260K	Buy	1,812 +107	+6%	+$14.2K	﹤0.01%	606
2023 Q3	$210K	Hold	1,705	–	–	﹤0.01%	621
2023 Q2	$223K	Buy	+1,705	New	+$202K	﹤0.01%	604
2022 Q2	–	Sell	-2,547	Closed	-$313K	–	624
2022 Q1	$313K	Buy	2,547 +600	+31%	+$72.8K	0.01%	460
2021 Q4	$264K	Buy	+1,947	New	+$253K	0.01%	504
2021 Q3	–	Sell	-1,857	Closed	-$219K	–	600
2021 Q2	$219K	Buy	+1,857	New	+$207K	0.01%	547

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return