Empirical Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Empirical Asset Management’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	-1,803	Closed	-$222K	–	193
2023 Q3	$222K	Buy	+1,803	New	+$232K	0.19%	148
2023 Q2	–	Sell	-1,842	Closed	-$210K	–	172
2023 Q1	$210K	Buy	+1,842	New	+$193K	0.2%	137

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 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Empirical Asset Management's FTEC Position: Q4 2023 in Review

Empirical Asset Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2023, closing a stake of 1,803 shares — an estimated $222K sold.

Empirical Asset Management first reported a position in FTEC in Q1 2023 and held it in 2 quarters. The position peaked at $222K in Q3 2023. 419 funds tracked by Wall St. Rank hold FTEC as of Q4 2023.

Empirical Asset Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2023 after selling out during the quarter.
Empirical Asset Management sold 1,803 Fidelity MSCI Information Technology Index ETF shares in Q4 2023, an estimated $222K.
Empirical Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and held it in 2 quarters.
Empirical Asset Management's Fidelity MSCI Information Technology Index ETF position peaked at $222K in Q3 2023.
419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2023.

Based on Empirical Asset Management's 13F filing for Q4 2023, filed 12 Jan 2024.