HBW Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

HBW Advisory Services’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 Q3	–	Sell	-6,107	Closed	-$798K	–	314
2023 Q2	$798K	Sell	6,107 -1,499	-20%	-$178K	0.17%	130
2023 Q1	$867K	Buy	+7,606	New	+$795K	0.22%	120
2022 Q2	–	Sell	-9,926	Closed	-$1.22M	–	232
2022 Q1	$1.22M	Buy	+9,926	New	+$1.2M	0.43%	75
2021 Q2	–	Sell	-29,055	Closed	-$3.08M	–	262
2021 Q1	$3.08M	Sell	29,055 -34,651	-54%	-$3.68M	0.82%	44
2020 Q4	$6.66M	Buy	63,706 +57,656	+953%	+$5.61M	2.02%	5
2020 Q3	$557K	Sell	6,050 -31,909	-84%	-$2.84M	0.23%	110
2020 Q2	$3.12M	Buy	+37,959	New	+$2.8M	1.45%	15

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HBW Advisory Services's FTEC Position: Q3 2023 in Review

HBW Advisory Services sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2023, closing a stake of 6,107 shares — an estimated $798K sold.

HBW Advisory Services first reported a position in FTEC in Q2 2020 and held it in 7 quarters. The position peaked at $6.66M in Q4 2020. 371 funds tracked by Wall St. Rank hold FTEC as of Q3 2023.

HBW Advisory Services reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2023 after selling out during the quarter.
HBW Advisory Services sold 6,107 Fidelity MSCI Information Technology Index ETF shares in Q3 2023, an estimated $798K.
HBW Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and held it in 7 quarters.
HBW Advisory Services's Fidelity MSCI Information Technology Index ETF position peaked at $6.66M in Q4 2020.
371 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2023.

Based on HBW Advisory Services's 13F filing for Q3 2023, filed 12 Oct 2023.