CFS Investment Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

CFS Investment 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	$1.09M	Sell	8,749 -11,887	-58%	-$1.54M	0.15%	134
2021 Q3	$2.45M	Buy	+20,636	New	+$2.53M	0.34%	63
2020 Q4	$6.62M	Buy	+63,331	New	+$6.16M	1.05%	21

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 22.96% 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

CFS Investment Advisory Services's FTEC Position: Q4 2021 in Review

CFS Investment Advisory Services reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 58% in Q4 2021, selling an estimated $1.54M and leaving 8,749 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #134.

CFS Investment Advisory Services first reported a position in FTEC in Q4 2020 and has held it in 3 quarters since. The position peaked at $6.62M in Q4 2020. 347 funds tracked by Wall St. Rank hold FTEC as of Q4 2021.

CFS Investment Advisory Services held 8,749 shares of Fidelity MSCI Information Technology Index ETF worth $1.09M as of Q4 2021.
CFS Investment Advisory Services sold 11,887 Fidelity MSCI Information Technology Index ETF shares in Q4 2021, an estimated $1.54M.
Fidelity MSCI Information Technology Index ETF made up 0.15% of CFS Investment Advisory Services's portfolio in Q4 2021, its #134 holding.
CFS Investment Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 3 quarters since.
CFS Investment Advisory Services's Fidelity MSCI Information Technology Index ETF position peaked at $6.62M in Q4 2020.
347 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2021.

Based on CFS Investment Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.