First Allied Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-471	Closed	-$30K	–	1334
2019 Q3	$30K	Buy	+471	New	+$30K	﹤0.01%	1424
2018 Q3	–	Sell	-8,573	Closed	-$469K	–	1206
2018 Q2	$469K	Sell	8,573 -2,571	-23%	-$140K	0.02%	699
2018 Q1	$577K	Buy	11,144 +3,429	+44%	+$182K	0.02%	618
2017 Q4	$387K	Sell	7,715 -848	-10%	-$41.8K	0.02%	754
2017 Q3	$394K	Buy	8,563 +1,185	+16%	+$53.3K	0.02%	706
2017 Q2	$314K	Sell	7,378 -1,512	-17%	-$64.6K	0.01%	805
2017 Q1	$394K	Buy	+8,890	New	+$352K	0.02%	676

Other funds holding FTEC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

FSC

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

First Allied Advisory Services's FTEC Position: Q4 2019 in Review

First Allied Advisory Services sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2019, closing a stake of 471 shares — an estimated $30K sold.

First Allied Advisory Services first reported a position in FTEC in Q1 2017 and held it in 7 quarters. The position peaked at $577K in Q1 2018. 206 funds tracked by Wall St. Rank hold FTEC as of Q4 2019.

First Allied Advisory Services reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 471 Fidelity MSCI Information Technology Index ETF shares in Q4 2019, an estimated $30K.
First Allied Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2017 and held it in 7 quarters.
First Allied Advisory Services's Fidelity MSCI Information Technology Index ETF position peaked at $577K in Q1 2018.
206 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.