Gradient Investments’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Gradient Investments’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 Q2	–	Hold	0	–	–	–	1366
2023 Q3	–	Sell	-30	Closed	-$3.92K	–	1845
2023 Q2	$3.92K	Buy	+30	New	+$3.56K	﹤0.01%	1007
2023 Q1	–	Sell	-35	Closed	-$3.31K	–	1562
2022 Q4	$3.31K	Buy	+35	New	+$3.38K	﹤0.01%	1007
2022 Q3	–	Sell	-65	Closed	-$6K	–	1406
2022 Q2	$6K	Buy	65 +47	+261%	+$5.01K	﹤0.01%	872
2022 Q1	$2K	Sell	18 -613	-97%	-$74.4K	﹤0.01%	1034
2021 Q4	$85K	Sell	631 -98	-13%	-$12.7K	﹤0.01%	388
2021 Q3	$86K	Buy	729 +37	+5%	+$4.53K	﹤0.01%	393
2021 Q2	$82K	Sell	692 -110	-14%	-$12.3K	﹤0.01%	396
2021 Q1	$85K	Buy	802 +747	+1,358%	+$79.4K	﹤0.01%	386
2020 Q4	$5K	Hold	55	–	–	﹤0.01%	808
2020 Q3	$5K	Buy	+55	New	+$4.89K	﹤0.01%	814

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

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

FSC

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

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Gradient Investments's FTEC Position: Q2 2024 in Review

Gradient Investments held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2024 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Gradient Investments first reported a position in FTEC in Q3 2020 and has held it in 10 quarters since. The position peaked at $86K in Q3 2021. 432 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

Gradient Investments held 0 shares of Fidelity MSCI Information Technology Index ETF worth $9 as of Q2 2024.
Gradient Investments left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2024.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2024, its #1366 holding.
Gradient Investments first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 10 quarters since.
Gradient Investments's Fidelity MSCI Information Technology Index ETF position peaked at $86K in Q3 2021.
432 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.