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CoreFirst Bank & Trust’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

CoreFirst Bank & Trust’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
Q2 		– Sell
-134
Closed -$20.9K – 206
2024
Q1 		$20.9K Hold
134
– – 0.01% 265
2023
Q4 		$19.2K Hold
134
– – 0.01% 278
2023
Q3 		$16.5K Hold
134
– – 0.01% 299
2023
Q2 		$17.5K Buy
+134
New +$15.9K 0.01% 285

Other funds holding FTEC

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Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

CoreFirst Bank & Trust's FTEC Position: Q2 2024 in Review

CoreFirst Bank & Trust sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 134 shares — an estimated $20.9K sold.

CoreFirst Bank & Trust first reported a position in FTEC in Q2 2023 and held it in 4 quarters. The position peaked at $20.9K in Q1 2024. 432 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • CoreFirst Bank & Trust reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 134 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $20.9K.
  • CoreFirst Bank & Trust first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and held it in 4 quarters.
  • CoreFirst Bank & Trust's Fidelity MSCI Information Technology Index ETF position peaked at $20.9K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2024, filed 14 Aug 2024.