Connectus Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Connectus Wealth’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	$24.5M	Buy	157,361 +109,094	+226%	+$16.4M	0.67%	39
2023 Q4	$6.94M	Sell	48,267 -100,435	-68%	-$13.3M	0.14%	145
2023 Q3	$18.3M	Buy	148,702 +22,019	+17%	+$2.83M	0.41%	63
2023 Q2	$16.6M	Buy	126,683 +4,281	+3%	+$508K	0.38%	71
2023 Q1	$14M	Buy	122,402 +78,284	+177%	+$8.19M	0.34%	79
2022 Q4	$4.17M	Sell	44,118 -6,292	-12%	-$608K	0.1%	148
2022 Q3	$4.59M	Buy	50,410 +8,349	+20%	+$868K	0.1%	188
2022 Q2	$4.06M	Sell	42,061 -113,997	-73%	-$12.1M	0.09%	160
2022 Q1	$21.1M	Buy	+156,058	New	+$18.9M	0.67%	45

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Connectus Wealth's FTEC Position: Q1 2024 in Review

Connectus Wealth increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 226% in Q1 2024, buying an estimated $16.4M and bringing the position to 157,361 shares worth $24.5M. The position accounts for 0.67% of the portfolio, ranked #39.

Connectus Wealth first reported a position in FTEC in Q1 2022 and has held it in 9 quarters since. 430 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

Connectus Wealth held 157,361 shares of Fidelity MSCI Information Technology Index ETF worth $24.5M as of Q1 2024.
Connectus Wealth bought 109,094 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $16.4M.
Fidelity MSCI Information Technology Index ETF made up 0.67% of Connectus Wealth's portfolio in Q1 2024, its #39 holding.
Connectus Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and has held it in 9 quarters since.
430 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.