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Dowling & Yahnke’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-5,000
Closed -$362K – 319
2019
Q4 		$362K Buy
+5,000
New +$339K 0.03% 255

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
KWMG
King Wealth Management Group Naples, Florida $914M AUM 24.3% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Dowling & Yahnke's FTEC Position: Q1 2020 in Review

Dowling & Yahnke sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2020, closing a stake of 5,000 shares — an estimated $362K sold.

Dowling & Yahnke first reported a position in FTEC in Q4 2019 and held it in 1 quarter. The position peaked at $362K in Q4 2019. 210 funds tracked by Wall St. Rank hold FTEC as of Q1 2020.

  • Dowling & Yahnke reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 5,000 Fidelity MSCI Information Technology Index ETF shares in Q1 2020, an estimated $362K.
  • Dowling & Yahnke first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's Fidelity MSCI Information Technology Index ETF position peaked at $362K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.