Firethorn Wealth Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Firethorn Wealth Partners’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 Q2	$613K	Sell	5,207 -3,667	-41%	-$409K	0.51%	48
2021 Q1	$939K	Buy	8,874 +1,432	+19%	+$152K	0.87%	27
2020 Q4	$778K	Buy	+7,442	New	+$724K	0.84%	29

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Firethorn Wealth Partners's FTEC Position: Q2 2021 in Review

Firethorn Wealth Partners reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 41% in Q2 2021, selling an estimated $409K and leaving 5,207 shares worth $613K. The position accounts for 0.51% of the portfolio, ranked #48.

Firethorn Wealth Partners first reported a position in FTEC in Q4 2020 and has held it in 3 quarters since. The position peaked at $939K in Q1 2021. 298 funds tracked by Wall St. Rank hold FTEC as of Q2 2021.

Firethorn Wealth Partners held 5,207 shares of Fidelity MSCI Information Technology Index ETF worth $613K as of Q2 2021.
Firethorn Wealth Partners sold 3,667 Fidelity MSCI Information Technology Index ETF shares in Q2 2021, an estimated $409K.
Fidelity MSCI Information Technology Index ETF made up 0.51% of Firethorn Wealth Partners's portfolio in Q2 2021, its #48 holding.
Firethorn Wealth Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 3 quarters since.
Firethorn Wealth Partners's Fidelity MSCI Information Technology Index ETF position peaked at $939K in Q1 2021.
298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2021.

Based on Firethorn Wealth Partners's 13F filing for Q2 2021, filed 20 Jul 2021.