Demars Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Demars Financial 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
2020 Q4	–	Sell	-26,917	Closed	-$2.48M	–	73
2020 Q3	$2.48M	Sell	26,917 -142	-0.5%	-$12.6K	1.89%	19
2020 Q2	$2.23M	Sell	27,059 -2,784	-9%	-$205K	1.85%	18
2020 Q1	$1.87M	Buy	29,843 +1,019	+4%	+$73.1K	1.96%	18
2019 Q4	$2.09M	Buy	+28,824	New	+$1.95M	1.89%	17

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

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

FSC

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

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Demars Financial Group's FTEC Position: Q4 2020 in Review

Demars Financial Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2020, closing a stake of 26,917 shares — an estimated $2.48M sold.

Demars Financial Group first reported a position in FTEC in Q4 2019 and held it in 4 quarters. The position peaked at $2.48M in Q3 2020. 290 funds tracked by Wall St. Rank hold FTEC as of Q4 2020.

Demars Financial Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2020 after selling out during the quarter.
Demars Financial Group sold 26,917 Fidelity MSCI Information Technology Index ETF shares in Q4 2020, an estimated $2.48M.
Demars Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 4 quarters.
Demars Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $2.48M in Q3 2020.
290 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2020.

Based on Demars Financial Group's 13F filing for Q4 2020, filed 25 Jan 2021.