Foresight Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Foresight Wealth 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
2020 Q2	–	Sell	-4,534	Closed	-$284K	–	114
2020 Q1	$284K	Hold	4,534	–	–	0.2%	67
2019 Q4	$329K	Hold	4,534	–	–	0.2%	67
2019 Q3	$289K	Hold	4,534	–	–	0.21%	74
2019 Q2	$282K	Buy	+4,534	New	+$276K	0.21%	76

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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

Foresight Wealth Management's FTEC Position: Q2 2020 in Review

Foresight Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2020, closing a stake of 4,534 shares — an estimated $284K sold.

Foresight Wealth Management first reported a position in FTEC in Q2 2019 and held it in 4 quarters. The position peaked at $329K in Q4 2019. 240 funds tracked by Wall St. Rank hold FTEC as of Q2 2020.

Foresight Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2020 after selling out during the quarter.
Foresight Wealth Management sold 4,534 Fidelity MSCI Information Technology Index ETF shares in Q2 2020, an estimated $284K.
Foresight Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2019 and held it in 4 quarters.
Foresight Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $329K in Q4 2019.
240 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2020.

Based on Foresight Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.