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

Fortis 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
2023 Q2	–	Sell	-35	Closed	-$3.94K	–	150
2023 Q1	$3.94K	Hold	35	–	–	﹤0.01%	229
2022 Q4	$3.26K	Buy	35 +1	+3%	+$97	﹤0.01%	230
2022 Q3	$3K	Hold	34	–	–	﹤0.01%	222
2022 Q2	$3K	Hold	34	–	–	﹤0.01%	253
2022 Q1	$4K	Sell	34 -8	-19%	-$971	﹤0.01%	259
2021 Q4	$6K	Sell	42 -216	-84%	-$28K	﹤0.01%	230
2021 Q3	$31K	Sell	258 -89	-26%	-$10.9K	0.02%	187
2021 Q2	$41K	Buy	347 +83	+31%	+$9.25K	0.02%	181
2021 Q1	$28K	Buy	+264	New	+$28.1K	0.02%	163

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 22.9% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

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

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

Fortis Advisors's FTEC Position: Q2 2023 in Review

Fortis Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2023, closing a stake of 35 shares — an estimated $3.94K sold.

Fortis Advisors first reported a position in FTEC in Q1 2021 and held it in 9 quarters. The position peaked at $41K in Q2 2021. 372 funds tracked by Wall St. Rank hold FTEC as of Q2 2023.

Fortis Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 35 Fidelity MSCI Information Technology Index ETF shares in Q2 2023, an estimated $3.94K.
Fortis Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 9 quarters.
Fortis Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $41K in Q2 2021.
372 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.