Global Wealth Management Investment Advisory’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-134	Closed	-$19.2K	–	251
2023 Q4	$19.2K	Hold	134	–	–	﹤0.01%	251
2023 Q3	$16.5K	Hold	134	–	–	﹤0.01%	261
2023 Q2	$17.5K	Buy	+134	New	+$15.9K	﹤0.01%	258
2022 Q3	–	Sell	-143	Closed	-$14K	–	264
2022 Q2	$14K	Hold	143	–	–	﹤0.01%	259
2022 Q1	$18K	Buy	143 +1	+0.7%	+$121	0.01%	266
2021 Q4	$19K	Sell	142 -223	-61%	-$28.9K	0.01%	263
2021 Q3	$43K	Buy	+365	New	+$44.7K	0.01%	208
2019 Q3	–	Sell	-200	Closed	-$12K	–	666
2019 Q2	$12K	Buy	+200	New	+$12.2K	0.01%	338

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

FSC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's FTEC Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 134 shares — an estimated $19.2K sold.

Global Wealth Management Investment Advisory first reported a position in FTEC in Q2 2019 and held it in 8 quarters. The position peaked at $43K in Q3 2021. 430 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 134 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $19.2K.
Global Wealth Management Investment Advisory first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2019 and held it in 8 quarters.
Global Wealth Management Investment Advisory's Fidelity MSCI Information Technology Index ETF position peaked at $43K in Q3 2021.
430 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.