Cypress Wealth Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cypress Wealth Services’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 Q2	–	Sell	-4,138	Closed	-$509K	–	238
2022 Q1	$509K	Buy	4,138 +7	+0.2%	+$849	0.14%	118
2021 Q4	$559K	Buy	4,131 +7	+0.2%	+$909	0.15%	105
2021 Q3	$489K	Buy	4,124 +21	+0.5%	+$2.57K	0.15%	114
2021 Q2	$483K	Buy	4,103 +6	+0.1%	+$669	0.13%	134
2021 Q1	$434K	Buy	4,097 +8	+0.2%	+$850	0.09%	171
2020 Q4	$427K	Buy	+4,089	New	+$398K	0.1%	166
2020 Q3	–	Sell	-5,616	Closed	-$500K	–	337
2020 Q2	$462K	Buy	5,616 +4	+0.1%	+$295	0.11%	152
2020 Q1	$352K	Buy	5,612 +666	+13%	+$47.8K	0.1%	160
2019 Q4	$358K	Sell	4,946 -606	-11%	-$41.1K	0.09%	171
2019 Q3	$354K	Sell	5,552 -689	-11%	-$43.8K	0.1%	167
2019 Q2	$389K	Buy	6,241 +19	+0.3%	+$1.16K	0.11%	155
2019 Q1	$369K	Buy	6,222 +71	+1%	+$3.9K	0.12%	154
2018 Q4	$303K	Buy	6,151 +23	+0.4%	+$1.24K	0.12%	151
2018 Q3	$369K	Buy	6,128 +14	+0.2%	+$820	0.13%	144
2018 Q2	$338K	Buy	6,114 +105	+2%	+$5.73K	0.13%	155
2018 Q1	$312K	Sell	6,009 -506	-8%	-$26.8K	0.13%	136
2017 Q4	$326K	Buy	+6,515	New	+$321K	0.14%	137

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cypress Wealth Services's FTEC Position: Q2 2022 in Review

Cypress Wealth Services sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2022, closing a stake of 4,138 shares — an estimated $509K sold.

Cypress Wealth Services first reported a position in FTEC in Q4 2017 and held it in 17 quarters. The position peaked at $559K in Q4 2021. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

Cypress Wealth Services reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2022 after selling out during the quarter.
Cypress Wealth Services sold 4,138 Fidelity MSCI Information Technology Index ETF shares in Q2 2022, an estimated $509K.
Cypress Wealth Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2017 and held it in 17 quarters.
Cypress Wealth Services's Fidelity MSCI Information Technology Index ETF position peaked at $559K in Q4 2021.
309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on Cypress Wealth Services's 13F filing for Q2 2022, filed 27 Jul 2022.