Carmichael Hill & Associates’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Carmichael Hill & Associates’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 Q3	$1.75K	Hold	10	–	–	﹤0.01%	711
2024 Q2	$1.72K	Hold	10	–	–	﹤0.01%	703
2024 Q1	$1.56K	Hold	10	–	–	﹤0.01%	699
2023 Q4	$1.44K	Hold	10	–	–	﹤0.01%	724
2023 Q3	$1.23K	Hold	10	–	–	﹤0.01%	722
2023 Q2	$1.31K	Hold	10	–	–	﹤0.01%	724
2023 Q1	$1.14K	Buy	+10	New	+$1.05K	﹤0.01%	722

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmichael Hill & Associates's FTEC Position: Q3 2024 in Review

Carmichael Hill & Associates held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2024 at 10 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Carmichael Hill & Associates first reported a position in FTEC in Q1 2023 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold FTEC as of Q3 2024.

Carmichael Hill & Associates held 10 shares of Fidelity MSCI Information Technology Index ETF worth $1.75K as of Q3 2024.
Carmichael Hill & Associates left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2024.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #711 holding.
Carmichael Hill & Associates first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and has held it in 7 quarters since.
446 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.