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DHJJ Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

DHJJ Financial Advisors’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
2023
Q4 		– Sell
-70
Closed -$8.61K – 810
2023
Q3 		$8.61K Buy
+70
New +$9K ﹤0.01% 449

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Commonwealth Equity Services
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DHJJ Financial Advisors's FTEC Position: Q4 2023 in Review

DHJJ Financial Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2023, closing a stake of 70 shares — an estimated $8.61K sold.

DHJJ Financial Advisors first reported a position in FTEC in Q3 2023 and held it in 1 quarter. The position peaked at $8.61K in Q3 2023. 419 funds tracked by Wall St. Rank hold FTEC as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 70 Fidelity MSCI Information Technology Index ETF shares in Q4 2023, an estimated $8.61K.
  • DHJJ Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2023 and held it in 1 quarter.
  • DHJJ Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $8.61K in Q3 2023.
  • 419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2023.

Based on DHJJ Financial Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.