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Burleson & Co’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Burleson & Co’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
2021
Q2 		– Sell
-10
Closed -$1K – 376
2021
Q1 		$1K Buy
+10
New +$1.06K ﹤0.01% 331

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Burleson & Co's FTEC Position: Q2 2021 in Review

Burleson & Co sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Burleson & Co first reported a position in FTEC in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 298 funds tracked by Wall St. Rank hold FTEC as of Q2 2021.

  • Burleson & Co reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2021 after selling out during the quarter.
  • Burleson & Co sold 10 Fidelity MSCI Information Technology Index ETF shares in Q2 2021, an estimated $1K.
  • Burleson & Co first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 1 quarter.
  • Burleson & Co's Fidelity MSCI Information Technology Index ETF position peaked at $1K in Q1 2021.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.