Cahill Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cahill Financial Advisors’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	-2,552	Closed	-$314K	–	212
2022 Q1	$314K	Sell	2,552 -759	-23%	-$92.1K	0.06%	183
2021 Q4	$448K	Buy	3,311 +844	+34%	+$110K	0.09%	166
2021 Q3	$293K	Sell	2,467 -487	-16%	-$59.6K	0.06%	189
2021 Q2	$348K	Buy	2,954 +764	+35%	+$85.2K	0.08%	166
2021 Q1	$232K	Buy	+2,190	New	+$233K	0.06%	186

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

Cahill Financial Advisors's FTEC Position: Q2 2022 in Review

Cahill Financial Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2022, closing a stake of 2,552 shares — an estimated $314K sold.

Cahill Financial Advisors first reported a position in FTEC in Q1 2021 and held it in 5 quarters. The position peaked at $448K in Q4 2021. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

Cahill Financial Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2022 after selling out during the quarter.
Cahill Financial Advisors sold 2,552 Fidelity MSCI Information Technology Index ETF shares in Q2 2022, an estimated $314K.
Cahill Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 5 quarters.
Cahill Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $448K in Q4 2021.
309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on Cahill Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.