CMP
FTEC icon

Coston McIsaac & Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Coston McIsaac & Partners’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
Q2 		– Sell
-22
Closed -$2K – 790
2023
Q1 		$2K Buy
+22
New +$2.3K ﹤0.01% 691

Other funds holding FTEC

Charles Schwab
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $424B AUM 22.96% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coston McIsaac & Partners's FTEC Position: Q2 2023 in Review

Coston McIsaac & Partners sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2023, closing a stake of 22 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in FTEC in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 372 funds tracked by Wall St. Rank hold FTEC as of Q2 2023.

  • Coston McIsaac & Partners reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 22 Fidelity MSCI Information Technology Index ETF shares in Q2 2023, an estimated $2K.
  • Coston McIsaac & Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and held it in 1 quarter.
  • Coston McIsaac & Partners's Fidelity MSCI Information Technology Index ETF position peaked at $2K in Q1 2023.
  • 372 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2023.

Based on Coston McIsaac & Partners's 13F filing for Q2 2023, filed 1 Aug 2023.