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CPR Investments’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

CPR Investments’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 		– Sell
-1,404
Closed -$202K – 51
2023
Q4 		$202K Buy
+1,404
New +$186K 0.2% 34
2023
Q2 		– Sell
-2,191
Closed -$250K – 43
2023
Q1 		$250K Buy
+2,191
New +$229K 0.24% 27

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

CPR Investments's FTEC Position: Q1 2024 in Review

CPR Investments sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 1,404 shares — an estimated $202K sold.

CPR Investments first reported a position in FTEC in Q1 2023 and held it in 2 quarters. The position peaked at $250K in Q1 2023. 429 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

  • CPR Investments reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
  • CPR Investments sold 1,404 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $202K.
  • CPR Investments first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and held it in 2 quarters.
  • CPR Investments's Fidelity MSCI Information Technology Index ETF position peaked at $250K in Q1 2023.
  • 429 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on CPR Investments's 13F filing for Q1 2024, filed 19 Apr 2024.