Fiduciary Planning’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Fiduciary Planning’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
2021 Q4	–	Sell	-5,350	Closed	-$635K	–	54
2021 Q3	$635K	Buy	5,350 +9	+0.2%	+$1.1K	0.34%	46
2021 Q2	$629K	Buy	5,341 +9	+0.2%	+$1K	0.54%	35
2021 Q1	$564K	Sell	5,332 -190	-3%	-$20.2K	0.85%	27
2020 Q4	$577K	Buy	5,522 +10	+0.2%	+$972	0.81%	34
2020 Q3	$507K	Buy	+5,512	New	+$491K	0.84%	33

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 22.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Fiduciary Planning's FTEC Position: Q4 2021 in Review

Fiduciary Planning sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2021, closing a stake of 5,350 shares — an estimated $635K sold.

Fiduciary Planning first reported a position in FTEC in Q3 2020 and held it in 5 quarters. The position peaked at $635K in Q3 2021. 347 funds tracked by Wall St. Rank hold FTEC as of Q4 2021.

Fiduciary Planning reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2021 after selling out during the quarter.
Fiduciary Planning sold 5,350 Fidelity MSCI Information Technology Index ETF shares in Q4 2021, an estimated $635K.
Fiduciary Planning first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and held it in 5 quarters.
Fiduciary Planning's Fidelity MSCI Information Technology Index ETF position peaked at $635K in Q3 2021.
347 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.