FLC Capital Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

FLC Capital Advisors’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
2022 Q1	–	Sell	-2,507	Closed	-$339K	–	167
2021 Q4	$339K	Sell	2,507 -4,886	-66%	-$634K	0.09%	132
2021 Q3	$877K	Sell	7,393 -1,338	-15%	-$164K	0.26%	87
2021 Q2	$1.03M	Sell	8,731 -502	-5%	-$56K	0.3%	80
2021 Q1	$977K	Buy	9,233 +2,186	+31%	+$232K	0.31%	78
2020 Q4	$736K	Buy	7,047 +1,551	+28%	+$151K	0.24%	75
2020 Q3	$521K	Buy	+5,496	New	+$489K	0.19%	92

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

FSC

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ASN

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

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FLC Capital Advisors's FTEC Position: Q1 2022 in Review

FLC Capital Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2022, closing a stake of 2,507 shares — an estimated $339K sold.

FLC Capital Advisors first reported a position in FTEC in Q3 2020 and held it in 6 quarters. The position peaked at $1.03M in Q2 2021. 330 funds tracked by Wall St. Rank hold FTEC as of Q1 2022.

FLC Capital Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2022 after selling out during the quarter.
FLC Capital Advisors sold 2,507 Fidelity MSCI Information Technology Index ETF shares in Q1 2022, an estimated $339K.
FLC Capital Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and held it in 6 quarters.
FLC Capital Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $1.03M in Q2 2021.
330 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2022.

Based on FLC Capital Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.