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

Encompass More 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
2024
Q2 		– Sell
-1,539
Closed -$240K – 115
2024
Q1 		$240K Buy
+1,539
New +$232K 0.2% 80

Other funds holding FTEC

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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Encompass More Asset Management's FTEC Position: Q2 2024 in Review

Encompass More Asset Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 1,539 shares — an estimated $240K sold.

Encompass More Asset Management first reported a position in FTEC in Q1 2024 and held it in 1 quarter. The position peaked at $240K in Q1 2024. 433 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • Encompass More Asset Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 1,539 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $240K.
  • Encompass More Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and held it in 1 quarter.
  • Encompass More Asset Management's Fidelity MSCI Information Technology Index ETF position peaked at $240K in Q1 2024.
  • 433 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Encompass More Asset Management's 13F filing for Q2 2024, filed 26 Jul 2024.