EI
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Ellevest Inc’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-162
Closed -$18.5K – 830
2023
Q1 		$18.5K Buy
+162
New +$16.9K ﹤0.01% 860
2020
Q1 		– Sell
-458
Closed -$33K – 1160
2019
Q4 		$33K Buy
+458
New +$31K 0.01% 293

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
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ellevest Inc's FTEC Position: Q2 2023 in Review

Ellevest Inc sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2023, closing a stake of 162 shares — an estimated $18.5K sold.

Ellevest Inc first reported a position in FTEC in Q4 2019 and held it in 2 quarters. The position peaked at $33K in Q4 2019. 372 funds tracked by Wall St. Rank hold FTEC as of Q2 2023.

  • Ellevest Inc reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 162 Fidelity MSCI Information Technology Index ETF shares in Q2 2023, an estimated $18.5K.
  • Ellevest Inc first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 2 quarters.
  • Ellevest Inc's Fidelity MSCI Information Technology Index ETF position peaked at $33K in Q4 2019.
  • 372 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.