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

Clearstead 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
2022
Q2 		– Sell
-4
Closed – – 1332
2022
Q1 		$0 Buy
+4
New +$485 ﹤0.01% 1406

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FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clearstead Advisors's FTEC Position: Q2 2022 in Review

Clearstead Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2022, closing a stake of 4 shares.

Clearstead Advisors first reported a position in FTEC in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

  • Clearstead Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2022 after selling out during the quarter.
  • Clearstead Advisors sold 4 Fidelity MSCI Information Technology Index ETF shares in Q2 2022.
  • Clearstead Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and held it in 1 quarter.
  • Clearstead Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $0 in Q1 2022.
  • 309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.