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 $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

Buckingham Strategic Wealth's FTEC Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 6.1% in Q2 2024, buying an estimated $15.3K and bringing the position to 1,687 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Buckingham Strategic Wealth first reported a position in FTEC in Q2 2021 and has held it in 8 quarters since. The position peaked at $313K in Q1 2022. 432 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

Buckingham Strategic Wealth held 1,687 shares of Fidelity MSCI Information Technology Index ETF worth $289K as of Q2 2024.
Buckingham Strategic Wealth bought 97 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $15.3K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #611 holding.
Buckingham Strategic Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2021 and has held it in 8 quarters since.
Buckingham Strategic Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $313K in Q1 2022.
432 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.