FAM
FTEC icon

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

Family 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
Closed -$131 – 193
2023
Q3 		$131 Hold
1
– – ﹤0.01% 181
2023
Q2 		$139 Hold
1
– – ﹤0.01% 185
2023
Q1 		$121 Buy
+1
New +$105 ﹤0.01% 178

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Family Asset Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2023, closing a stake of 1 share — an estimated $131 sold.

Family Asset Management first reported a position in FTEC in Q1 2023 and held it in 3 quarters. The position peaked at $139 in Q2 2023. 419 funds tracked by Wall St. Rank hold FTEC as of Q4 2023.

  • Family Asset Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2023 after selling out during the quarter.
  • Family Asset Management sold 1 Fidelity MSCI Information Technology Index ETF share in Q4 2023, an estimated $131.
  • Family Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and held it in 3 quarters.
  • Family Asset Management's Fidelity MSCI Information Technology Index ETF position peaked at $139 in Q2 2023.
  • 419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2023.

Based on Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.