Capital Asset Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Capital Asset Advisory Services’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 Q4	–	Sell	-10	Closed	-$1K	–	635
2021 Q3	$1K	Sell	10 -417	-98%	-$51.1K	﹤0.01%	689
2021 Q2	$50K	Buy	+427	New	+$47.6K	0.01%	531

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Asset Advisory Services's FTEC Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in FTEC in Q2 2021 and held it in 2 quarters. The position peaked at $50K in Q2 2021. 347 funds tracked by Wall St. Rank hold FTEC as of Q4 2021.

Capital Asset Advisory Services reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 10 Fidelity MSCI Information Technology Index ETF shares in Q4 2021, an estimated $1K.
Capital Asset Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2021 and held it in 2 quarters.
Capital Asset Advisory Services's Fidelity MSCI Information Technology Index ETF position peaked at $50K in Q2 2021.
347 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.