CWS
FTEC icon

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
2020
Q4 		– Sell
-5,634
Closed -$519K – 358
2020
Q3 		$519K Buy
+5,634
New +$501K 0.13% 131

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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.