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CWA Asset Management Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

CWA Asset Management 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
2024
Q1 		$299K Hold
1,920
– – 0.02% 421
2023
Q4 		$276K Buy
+1,920
New +$254K 0.02% 348

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

CWA Asset Management Group's FTEC Position: Q1 2024 in Review

CWA Asset Management Group held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q1 2024 at 1,920 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #421.

CWA Asset Management Group first reported a position in FTEC in Q4 2023 and has held it in 2 quarters since. 430 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

  • CWA Asset Management Group held 1,920 shares of Fidelity MSCI Information Technology Index ETF worth $299K as of Q1 2024.
  • CWA Asset Management Group left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q1 2024.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of CWA Asset Management Group's portfolio in Q1 2024, its #421 holding.
  • CWA Asset Management Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 2 quarters since.
  • 430 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on CWA Asset Management Group's 13F filing for Q1 2024, filed 13 May 2024.