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

Cetera 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
2024 Q1	$4.03M	Buy	25,869 +8,091	+46%	+$1.22M	0.03%	528
2023 Q4	$2.55M	Buy	17,778 +4,735	+36%	+$627K	0.04%	429
2023 Q3	$1.6M	Buy	13,043 +6,195	+90%	+$797K	0.03%	548
2023 Q2	$895K	Buy	6,848 +3,004	+78%	+$357K	0.01%	755
2023 Q1	$438K	Buy	+3,844	New	+$402K	0.01%	1084
2022 Q3	–	Sell	-2,561	Closed	-$247K	–	1387
2022 Q2	$247K	Sell	2,561 -150	-6%	-$16K	0.01%	1128
2022 Q1	$334K	Sell	2,711 -396	-13%	-$48K	0.01%	1060
2021 Q4	$421K	Buy	+3,107	New	+$403K	0.01%	959
2019 Q2	–	Sell	-792	Closed	-$47K	–	1039
2019 Q1	$47K	Buy	+792	New	+$43.5K	﹤0.01%	979

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSC

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

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Advisors's FTEC Position: Q1 2024 in Review

Cetera Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 46% in Q1 2024, buying an estimated $1.22M and bringing the position to 25,869 shares worth $4.03M. The position accounts for 0.03% of the portfolio, ranked #528.

Cetera Advisors first reported a position in FTEC in Q1 2019 and has held it in 9 quarters since. 429 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

Cetera Advisors held 25,869 shares of Fidelity MSCI Information Technology Index ETF worth $4.03M as of Q1 2024.
Cetera Advisors bought 8,091 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $1.22M.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #528 holding.
Cetera Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2019 and has held it in 9 quarters since.
429 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.