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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
2023
Q4 		– Sell
-30
Closed -$3.69K – 1578
2023
Q3 		$3.69K Buy
+30
New +$3.86K ﹤0.01% 1297
2022
Q2 		– Sell
-4
Closed – – 1332
2022
Q1 		$0 Buy
+4
New +$485 ﹤0.01% 1406

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearstead Advisors's FTEC Position: Q4 2023 in Review

Clearstead Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2023, closing a stake of 30 shares — an estimated $3.69K sold.

Clearstead Advisors first reported a position in FTEC in Q1 2022 and held it in 2 quarters. The position peaked at $3.69K in Q3 2023. 419 funds tracked by Wall St. Rank hold FTEC as of Q4 2023.

  • Clearstead Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2023 after selling out during the quarter.
  • Clearstead Advisors sold 30 Fidelity MSCI Information Technology Index ETF shares in Q4 2023, an estimated $3.69K.
  • Clearstead Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and held it in 2 quarters.
  • Clearstead Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $3.69K in Q3 2023.
  • 419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.