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

Column Capital 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 Q3	$13K	Hold	106	–	–	﹤0.01%	489
2023 Q2	$13.8K	Hold	106	–	–	﹤0.01%	481
2023 Q1	$12.1K	Hold	106	–	–	﹤0.01%	518
2022 Q4	$10K	Hold	106	–	–	﹤0.01%	527
2022 Q3	$10K	Hold	106	–	–	﹤0.01%	470
2022 Q2	$10K	Hold	106	–	–	﹤0.01%	476
2022 Q1	$13K	Hold	106	–	–	﹤0.01%	461
2021 Q4	$14K	Buy	+106	New	+$13.8K	﹤0.01%	468

Other funds holding FTEC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Column Capital Advisors's FTEC Position: Q3 2023 in Review

Column Capital Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2023 at 106 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Column Capital Advisors first reported a position in FTEC in Q4 2021 and has held it in 8 quarters since. The position peaked at $14K in Q4 2021. 371 funds tracked by Wall St. Rank hold FTEC as of Q3 2023.

Column Capital Advisors held 106 shares of Fidelity MSCI Information Technology Index ETF worth $13K as of Q3 2023.
Column Capital Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2023.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #489 holding.
Column Capital Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 8 quarters since.
Column Capital Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $14K in Q4 2021.
371 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.