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

Cardinal Strategic Wealth Guidance’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
Q3 		– Sell
-2,512
Closed -$242K – 90
2022
Q2 		$242K Hold
2,512
– – 0.12% 59
2022
Q1 		$309K Hold
2,512
– – 0.14% 57
2021
Q4 		$340K Buy
+2,512
New +$326K 0.16% 58

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's FTEC Position: Q3 2022 in Review

Cardinal Strategic Wealth Guidance sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2022, closing a stake of 2,512 shares — an estimated $242K sold.

Cardinal Strategic Wealth Guidance first reported a position in FTEC in Q4 2021 and held it in 3 quarters. The position peaked at $340K in Q4 2021. 298 funds tracked by Wall St. Rank hold FTEC as of Q3 2022.

  • Cardinal Strategic Wealth Guidance reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2022 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 2,512 Fidelity MSCI Information Technology Index ETF shares in Q3 2022, an estimated $242K.
  • Cardinal Strategic Wealth Guidance first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 3 quarters.
  • Cardinal Strategic Wealth Guidance's Fidelity MSCI Information Technology Index ETF position peaked at $340K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2022.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q3 2022, filed 20 Oct 2022.