FBC
FTEC icon

Fairfield, Bush & Co’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Fairfield, Bush & Co’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
Q1 		– Sell
-213
Closed -$30.5K – 236
2023
Q4 		$30.5K Buy
+213
New +$28.2K 0.02% 222
2023
Q3 		– Sell
-13
Closed -$1.66K – 243
2023
Q2 		$1.66K Buy
+13
New +$1.54K ﹤0.01% 426

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Fairfield, Bush & Co's FTEC Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 213 shares — an estimated $30.5K sold.

Fairfield, Bush & Co first reported a position in FTEC in Q2 2023 and held it in 2 quarters. The position peaked at $30.5K in Q4 2023. 430 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

  • Fairfield, Bush & Co reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
  • Fairfield, Bush & Co sold 213 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $30.5K.
  • Fairfield, Bush & Co first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and held it in 2 quarters.
  • Fairfield, Bush & Co's Fidelity MSCI Information Technology Index ETF position peaked at $30.5K in Q4 2023.
  • 430 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.