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

Crown Wealth Group’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
2022
Q1 		– Sell
-12,052
Closed -$1.63M – 107
2021
Q4 		$1.63M Buy
+12,052
New +$1.56M 1.51% 14

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crown Wealth Group's FTEC Position: Q1 2022 in Review

Crown Wealth Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2022, closing a stake of 12,052 shares — an estimated $1.63M sold.

Crown Wealth Group first reported a position in FTEC in Q4 2021 and held it in 1 quarter. The position peaked at $1.63M in Q4 2021. 332 funds tracked by Wall St. Rank hold FTEC as of Q1 2022.

  • Crown Wealth Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2022 after selling out during the quarter.
  • Crown Wealth Group sold 12,052 Fidelity MSCI Information Technology Index ETF shares in Q1 2022, an estimated $1.63M.
  • Crown Wealth Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 1 quarter.
  • Crown Wealth Group's Fidelity MSCI Information Technology Index ETF position peaked at $1.63M in Q4 2021.
  • 332 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2022.

Based on Crown Wealth Group's 13F filing for Q1 2022, filed 13 Jul 2022.